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 7-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 | $19,806 | $100,852-80.4% | $90,404-78.1% | $158,922-87.5% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 10.32% | 1724.20%-1713.9pp | 1293.02%-1282.7pp | 302.83%-292.5pp |
| Employer contribution / active EE | $1,336 | $3,689-63.8% | $3,262-59.1% | $4,761-71.9% |
| Participant deferral / active EE | $5,306 | $4,348+22.0% | $3,963+33.9% | $5,982-11.3% |
| Admin fee / account holder | $8,317 | $6,501+27.9% | $5,611+48.2% | $11,246-26.0% |