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 6-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 | $9,984 | $100,773-90.1% | $88,946-88.8% | $142,382-93.0% |
| Participation rate | 92.3% | 74.3%+18.0pp | 68.8%+23.5pp | 80.1%+12.2pp |
| Annual return | 20.98% | 70.18%-49.2pp | 57.82%-36.8pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,478 | $2,918-49.3% | $2,555-42.1% | $4,299-65.6% |
| Participant deferral / active EE | $1,830 | $5,230-65.0% | $4,581-60.0% | $6,507-71.9% |
| Admin fee / account holder | $378 | $9,693-96.1% | $8,261-95.4% | $12,624-97.0% |