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 10-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 | $16,820 | $115,770-85.5% | $101,248-83.4% | $158,922-89.4% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+9.0pp |
| Annual return | 14.23% | 56.14%-41.9pp | 46.47%-32.2pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,334 | $4,175-68.0% | $3,660-63.5% | $4,761-72.0% |
| Participant deferral / active EE | $3,153 | $4,957-36.4% | $4,370-27.9% | $5,982-47.3% |
| Admin fee / account holder | $770 | $7,245-89.4% | $5,945-87.0% | $11,246-93.2% |