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 | $20,875 | $95,416-78.1% | $185,823-88.8% | $85,850-75.7% |
| Participation rate | 84.3% | 68.8%+15.6pp | 81.7%+2.6pp | 69.3%+15.0pp |
| Annual return | 19.54% | 23.59%-4.0pp | 122.05%-102.5pp | 318.53%-299.0pp |
| Employer contribution / active EE | $1,016 | $3,314-69.3% | $5,167-80.3% | $2,565-60.4% |
| Participant deferral / active EE | $2,568 | $3,423-25.0% | $5,568-53.9% | $3,952-35.0% |
| Admin fee / account holder | $522 | $7,213-92.8% | $16,237-96.8% | $6,260-91.7% |