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 10-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 | $16,120 | $107,015-84.9% | $73,545-78.1% | $147,584-89.1% |
| Participation rate | 95.0% | 66.4%+28.6pp | 54.9%+40.1pp | 82.8%+12.2pp |
| Annual return | 9.32% | 38.25%-28.9pp | -15.16%+24.5pp | 578.55%-569.2pp |
| Employer contribution / active EE | $1,041 | $1,760-40.8% | $1,219-14.6% | $4,876-78.6% |
| Participant deferral / active EE | $3,730 | $2,462+51.5% | $1,806+106.5% | $5,439-31.4% |
| Admin fee / account holder | $7,317 | $3,055+139.5% | $2,320+215.4% | $10,885-32.8% |