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 | $20,477 | $76,738-73.3% | $56,411-63.7% | $145,922-86.0% |
| Participation rate | 85.0% | 63.2%+21.8pp | 52.5%+32.5pp | 80.3%+4.7pp |
| Annual return | 8.79% | 2994.23%-2985.4pp | 1701.33%-1692.5pp | 561.29%-552.5pp |
| Employer contribution / active EE | $1,652 | $1,380+19.7% | $1,039+59.0% | $4,660-64.6% |
| Participant deferral / active EE | $3,794 | $2,623+44.7% | $1,952+94.4% | $6,688-43.3% |
| Admin fee / account holder | $8,130 | $3,334+143.9% | $2,829+187.4% | $13,397-39.3% |