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 | $16,199 | $102,616-84.2% | $81,983-80.2% | $158,922-89.8% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.2%+19.6pp | 82.0%+6.9pp |
| Annual return | 67.51% | 61.04%+6.5pp | 41.31%+26.2pp | 302.83%-235.3pp |
| Employer contribution / active EE | $3,325 | $3,240+2.6% | $2,498+33.1% | $4,761-30.2% |
| Participant deferral / active EE | $4,734 | $4,648+1.8% | $3,722+27.2% | $5,982-20.9% |
| Admin fee / account holder | $378 | $8,235-95.4% | $5,664-93.3% | $11,246-96.6% |