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 4-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 | $13,459 | $58,208-76.9% | $81,812-83.5% | $80,856-83.4% |
| Participation rate | 93.5% | 63.4%+30.1pp | 72.3%+21.2pp | 67.6%+25.9pp |
| Annual return | 15.73% | 41.66%-25.9pp | 773.79%-758.1pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,346 | $2,340-42.5% | $2,912-53.8% | $2,755-51.1% |
| Participant deferral / active EE | $5,470 | $3,281+66.7% | $4,319+26.7% | $4,296+27.3% |
| Admin fee / account holder | $512 | $4,981-89.7% | $7,386-93.1% | $6,918-92.6% |