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 | $15,001 | $100,773-85.1% | $88,946-83.1% | $142,382-89.5% |
| Participation rate | 77.8% | 74.3%+3.5pp | 68.8%+8.9pp | 80.1%-2.3pp |
| Annual return | 19.15% | 70.18%-51.0pp | 57.82%-38.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $10,071 | $2,918+245.2% | $2,555+294.2% | $4,299+134.3% |
| Participant deferral / active EE | $4,173 | $5,230-20.2% | $4,581-8.9% | $6,507-35.9% |
| Admin fee / account holder | $4,522 | $9,693-53.3% | $8,261-45.3% | $12,624-64.2% |