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 9-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 | $14,429 | $95,193-84.8% | $76,523-81.1% | $135,375-89.3% |
| Participation rate | 81.8% | 74.4%+7.4pp | 68.0%+13.8pp | 82.6%-0.8pp |
| Annual return | 38.12% | 4.85%+33.3pp | -0.27%+38.4pp | 519.73%-481.6pp |
| Employer contribution / active EE | $8,659 | $3,302+162.2% | $2,647+227.1% | $4,779+81.2% |
| Participant deferral / active EE | $2,369 | $4,639-48.9% | $3,835-38.2% | $5,609-57.8% |
| Admin fee / account holder | $3,425 | $6,249-45.2% | $4,848-29.3% | $10,827-68.4% |