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 6-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 | $27,735 | $54,705-49.3% | $71,209-61.1% | $84,808-67.3% |
| Participation rate | 72.2% | 64.1%+8.2pp | 73.8%-1.5pp | 68.3%+3.9pp |
| Annual return | 16.59% | 35.90%-19.3pp | 282.51%-265.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,969 | $2,158-8.7% | $2,721-27.6% | $2,631-25.2% |
| Participant deferral / active EE | $4,998 | $3,030+64.9% | $4,175+19.7% | $4,212+18.7% |
| Admin fee / account holder | $6,156 | $4,863+26.6% | $5,349+15.1% | $7,344-16.2% |