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 4-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 | $15,261 | $29,660-48.5% | $56,411-72.9% | $80,856-81.1% |
| Participation rate | 89.3% | 41.6%+47.6pp | 52.5%+36.8pp | 67.6%+21.6pp |
| Annual return | 16.04% | 35.23%-19.2pp | 1701.33%-1685.3pp | 35.59%-19.5pp |
| Employer contribution / active EE | $1,432 | $669+113.9% | $1,039+37.9% | $2,755-48.0% |
| Participant deferral / active EE | $3,571 | $1,226+191.3% | $1,952+82.9% | $4,296-16.9% |
| Admin fee / account holder | $740 | $2,428-69.5% | $2,829-73.8% | $6,918-89.3% |