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 3-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 | $19,580 | $159,901-87.8% | $146,958-86.7% | $145,922-86.6% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 14.20% | 98.13%-83.9pp | 418.34%-404.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $4,158 | $5,286-21.3% | $4,933-15.7% | $4,660-10.8% |
| Participant deferral / active EE | $5,070 | $8,428-39.8% | $8,070-37.2% | $6,688-24.2% |
| Admin fee / account holder | $2,277 | $15,044-84.9% | $12,998-82.5% | $13,397-83.0% |