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 | $15,976 | $96,484-83.4% | $75,886-78.9% | $152,861-89.5% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.3%+19.6pp | 82.4%+6.4pp |
| Annual return | 75.95% | 33.98%+42.0pp | 30.76%+45.2pp | 345.32%-269.4pp |
| Employer contribution / active EE | $3,207 | $3,309-3.1% | $2,500+28.3% | $4,762-32.7% |
| Participant deferral / active EE | $8,405 | $4,553+84.6% | $3,603+133.3% | $5,850+43.7% |
| Admin fee / account holder | $434 | $8,078-94.6% | $5,418-92.0% | $11,596-96.3% |