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 7-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 | $8,462 | $58,208-85.5% | $81,812-89.7% | $80,856-89.5% |
| Participation rate | 87.5% | 63.4%+24.1pp | 72.3%+15.2pp | 67.6%+19.9pp |
| Annual return | 11.60% | 41.66%-30.1pp | 773.79%-762.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,721 | $2,340-26.5% | $2,912-40.9% | $2,755-37.5% |
| Participant deferral / active EE | $1,861 | $3,281-43.3% | $4,319-56.9% | $4,296-56.7% |
| Admin fee / account holder | $3,831 | $4,981-23.1% | $7,386-48.1% | $6,918-44.6% |