See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,602 | $54,705-55.0% | $71,209-65.5% | $84,808-71.0% |
| Participation rate | 92.3% | 64.1%+28.2pp | 73.8%+18.6pp | 68.3%+24.0pp |
| Annual return | 44.86% | 35.90%+9.0pp | 282.51%-237.6pp | 40.90%+4.0pp |
| Employer contribution / active EE | $2,990 | $2,158+38.5% | $2,721+9.9% | $2,631+13.6% |
| Participant deferral / active EE | $7,588 | $3,030+150.4% | $4,175+81.7% | $4,212+80.2% |
| Admin fee / account holder | $314 | $4,863-93.5% | $5,349-94.1% | $7,344-95.7% |