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 | $9,197 | $115,708-92.1% | $65,255-85.9% | $139,434-93.4% |
| Participation rate | 71.4% | 67.8%+3.6pp | 65.0%+6.5pp | 80.3%-8.9pp |
| Annual return | 22.33% | 31.19%-8.9pp | 47.35%-25.0pp | 372.94%-350.6pp |
| Employer contribution / active EE | $1,332 | $2,599-48.8% | $1,691-21.3% | $4,751-72.0% |
| Participant deferral / active EE | $1,862 | $4,240-56.1% | $2,831-34.2% | $6,710-72.3% |
| Admin fee / account holder | $2,246 | $6,698-66.5% | $4,112-45.4% | $11,403-80.3% |