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 | $19,041 | $70,606-73.0% | $53,898-64.7% | $142,382-86.6% |
| Participation rate | 83.3% | 63.7%+19.6pp | 55.0%+28.4pp | 80.1%+3.2pp |
| Annual return | 18.61% | 619.81%-601.2pp | 528.60%-510.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,342 | $1,202+11.6% | $932+44.0% | $4,299-68.8% |
| Participant deferral / active EE | $4,670 | $2,364+97.6% | $1,826+155.7% | $6,507-28.2% |
| Admin fee / account holder | $775 | $2,852-72.8% | $2,491-68.9% | $12,624-93.9% |