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 | $19,331 | $85,202-77.3% | $172,739-88.8% | $72,985-73.5% |
| Participation rate | 79.6% | 70.1%+9.5pp | 82.6%-3.1pp | 69.5%+10.1pp |
| Annual return | 20.01% | 27.32%-7.3pp | 802.84%-782.8pp | 81.00%-61.0pp |
| Employer contribution / active EE | $945 | $3,324-71.6% | $5,143-81.6% | $2,440-61.3% |
| Participant deferral / active EE | $4,350 | $3,260+33.4% | $5,198-16.3% | $3,607+20.6% |
| Admin fee / account holder | $1,082 | $5,884-81.6% | $13,954-92.2% | $5,124-78.9% |