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 3-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 | $20,780 | $60,022-65.4% | $88,946-76.6% | $84,808-75.5% |
| Participation rate | 95.7% | 57.8%+37.8pp | 68.8%+26.8pp | 68.3%+27.3pp |
| Annual return | 89.69% | 22.43%+67.3pp | 57.82%+31.9pp | 40.90%+48.8pp |
| Employer contribution / active EE | $2,197 | $1,703+29.0% | $2,555-14.0% | $2,631-16.5% |
| Participant deferral / active EE | $3,260 | $3,114+4.7% | $4,581-28.8% | $4,212-22.6% |
| Admin fee / account holder | $7,446 | $4,811+54.8% | $8,261-9.9% | $7,344+1.4% |