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 9-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 | $24,194 | $93,571-74.1% | $135,903-82.2% | $75,163-67.8% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 17.58% | 30.90%-13.3pp | 68.23%-50.7pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,463 | $3,537-30.4% | $4,856-49.3% | $2,670-7.7% |
| Participant deferral / active EE | $6,701 | $6,404+4.6% | $7,758-13.6% | $4,125+62.5% |
| Admin fee / account holder | $718 | $6,975-89.7% | $10,762-93.3% | $5,651-87.3% |