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 | $19,911 | $183,519-89.2% | $155,509-87.2% | $145,922-86.4% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.6pp | 80.3%+13.5pp |
| Annual return | 20.19% | 61.17%-41.0pp | 64.67%-44.5pp | 561.29%-541.1pp |
| Employer contribution / active EE | $1,510 | $5,313-71.6% | $4,672-67.7% | $4,660-67.6% |
| Participant deferral / active EE | $3,922 | $6,462-39.3% | $5,626-30.3% | $6,688-41.4% |
| Admin fee / account holder | $1,522 | $19,313-92.1% | $15,912-90.4% | $13,397-88.6% |