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 7-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 | $13,294 | $54,517-75.6% | $75,972-82.5% | $74,495-82.2% |
| Participation rate | 75.4% | 60.3%+15.1pp | 69.1%+6.3pp | 67.2%+8.2pp |
| Annual return | 14.87% | 31.82%-16.9pp | 359.55%-344.7pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $948 | $1,777-46.7% | $2,685-64.7% | $2,623-63.9% |
| Participant deferral / active EE | $2,507 | $3,066-18.2% | $4,255-41.1% | $4,346-42.3% |
| Admin fee / account holder | $1,683 | $2,229-24.5% | $6,467-74.0% | $1,942-13.3% |