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 | $17,811 | $115,770-84.6% | $101,248-82.4% | $158,922-88.8% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 15.33% | 56.14%-40.8pp | 46.47%-31.1pp | 302.83%-287.5pp |
| Employer contribution / active EE | $1,729 | $4,175-58.6% | $3,660-52.8% | $4,761-63.7% |
| Participant deferral / active EE | $3,355 | $4,957-32.3% | $4,370-23.2% | $5,982-43.9% |
| Admin fee / account holder | $620 | $7,245-91.4% | $5,945-89.6% | $11,246-94.5% |