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 | $31,210 | $89,753-65.2% | $107,525-71.0% | $84,808-63.2% |
| Participation rate | 97.6% | 68.1%+29.6pp | 75.1%+22.5pp | 68.3%+29.3pp |
| Annual return | 17.62% | 29.48%-11.9pp | 181.32%-163.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $17,603 | $3,113+465.4% | $3,754+369.0% | $2,631+569.1% |
| Participant deferral / active EE | $4,012 | $4,056-1.1% | $5,116-21.6% | $4,212-4.7% |
| Admin fee / account holder | $4,654 | $7,222-35.6% | $8,919-47.8% | $7,344-36.6% |