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 | $23,208 | $60,124-61.4% | $90,404-74.3% | $79,858-70.9% |
| Participation rate | 97.5% | 65.0%+32.5pp | 72.7%+24.8pp | 69.6%+27.9pp |
| Annual return | 15.85% | 71.94%-56.1pp | 1293.02%-1277.2pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,707 | $2,068+30.9% | $3,262-17.0% | $2,471+9.6% |
| Participant deferral / active EE | $3,858 | $2,938+31.3% | $3,963-2.7% | $3,740+3.1% |
| Admin fee / account holder | $832 | $3,976-79.1% | $5,611-85.2% | $5,306-84.3% |