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 | $15,616 | $114,381-86.3% | $107,525-85.5% | $142,382-89.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.27% | 242.71%-221.4pp | 181.32%-160.0pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,463 | $4,015-63.6% | $3,754-61.0% | $4,299-66.0% |
| Participant deferral / active EE | $2,126 | $5,564-61.8% | $5,116-58.4% | $6,507-67.3% |
| Admin fee / account holder | $439 | $9,860-95.5% | $8,919-95.1% | $12,624-96.5% |