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 | $13,770 | $81,632-83.1% | $70,449-80.5% | $158,922-91.3% |
| Participation rate | 85.7% | 77.7%+8.0pp | 75.1%+10.7pp | 82.0%+3.8pp |
| Annual return | 16.93% | 208.40%-191.5pp | 109.03%-92.1pp | 302.83%-285.9pp |
| Employer contribution / active EE | $8,888 | $3,217+176.3% | $2,737+224.8% | $4,761+86.7% |
| Participant deferral / active EE | $7,750 | $4,554+70.2% | $3,709+109.0% | $5,982+29.5% |
| Admin fee / account holder | $1,556 | $6,193-74.9% | $3,845-59.5% | $11,246-86.2% |