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 | $17,390 | $115,770-85.0% | $101,248-82.8% | $158,922-89.1% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 21.95% | 56.14%-34.2pp | 46.47%-24.5pp | 302.83%-280.9pp |
| Employer contribution / active EE | $1,858 | $4,175-55.5% | $3,660-49.2% | $4,761-61.0% |
| Participant deferral / active EE | $2,787 | $4,957-43.8% | $4,370-36.2% | $5,982-53.4% |
| Admin fee / account holder | $1,377 | $7,245-81.0% | $5,945-76.8% | $11,246-87.8% |