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 8-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 | $26,538 | $98,750-73.1% | $149,696-82.3% | $79,858-66.8% |
| Participation rate | 86.5% | 75.8%+10.7pp | 82.5%+4.0pp | 69.6%+16.9pp |
| Annual return | 24.91% | 27.43%-2.5pp | 276.60%-251.7pp | 31.71%-6.8pp |
| Employer contribution / active EE | $1,446 | $3,216-55.1% | $4,644-68.9% | $2,471-41.5% |
| Participant deferral / active EE | $3,842 | $5,680-32.4% | $6,842-43.8% | $3,740+2.7% |
| Admin fee / account holder | $301 | $6,053-95.0% | $9,309-96.8% | $5,306-94.3% |