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 9-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 | $21,417 | $115,770-81.5% | $101,248-78.8% | $158,922-86.5% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 8.64% | 56.14%-47.5pp | 46.47%-37.8pp | 302.83%-294.2pp |
| Employer contribution / active EE | $1,157 | $4,175-72.3% | $3,660-68.4% | $4,761-75.7% |
| Participant deferral / active EE | $4,861 | $4,957-1.9% | $4,370+11.2% | $5,982-18.7% |
| Admin fee / account holder | $9,886 | $7,245+36.5% | $5,945+66.3% | $11,246-12.1% |