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 7-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 | $21,443 | $183,519-88.3% | $155,509-86.2% | $145,922-85.3% |
| Participation rate | 95.2% | 82.7%+12.6pp | 78.2%+17.1pp | 80.3%+15.0pp |
| Annual return | 13.22% | 61.17%-47.9pp | 64.67%-51.4pp | 561.29%-548.1pp |
| Employer contribution / active EE | $3,278 | $5,313-38.3% | $4,672-29.8% | $4,660-29.7% |
| Participant deferral / active EE | $6,598 | $6,462+2.1% | $5,626+17.3% | $6,688-1.3% |
| Admin fee / account holder | $15,065 | $19,313-22.0% | $15,912-5.3% | $13,397+12.4% |