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 10-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 | $17,302 | $85,202-79.7% | $172,739-90.0% | $72,985-76.3% |
| Participation rate | 97.1% | 70.1%+27.0pp | 82.6%+14.4pp | 69.5%+27.6pp |
| Annual return | 23.11% | 27.32%-4.2pp | 802.84%-779.7pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,463 | $3,324-56.0% | $5,143-71.5% | $2,440-40.0% |
| Participant deferral / active EE | $4,516 | $3,260+38.5% | $5,198-13.1% | $3,607+25.2% |
| Admin fee / account holder | $412 | $5,884-93.0% | $13,954-97.0% | $5,124-92.0% |