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 | $21,474 | $53,516-59.9% | $126,539-83.0% | $84,808-74.7% |
| Participation rate | 85.4% | 58.2%+27.1pp | 69.8%+15.5pp | 68.3%+17.1pp |
| Annual return | 32.43% | 58.34%-25.9pp | 425.95%-393.5pp | 40.90%-8.5pp |
| Employer contribution / active EE | $1,679 | $1,535+9.4% | $3,674-54.3% | $2,631-36.2% |
| Participant deferral / active EE | $9,971 | $2,671+273.3% | $4,083+144.2% | $4,212+136.7% |
| Admin fee / account holder | $4,431 | $4,497-1.5% | $6,065-26.9% | $7,344-39.7% |