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 4-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 | $13,196 | $54,517-75.8% | $75,972-82.6% | $74,495-82.3% |
| Participation rate | 98.2% | 60.3%+37.9pp | 69.1%+29.2pp | 67.2%+31.0pp |
| Annual return | 15.16% | 31.82%-16.7pp | 359.55%-344.4pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $2,473 | $1,777+39.1% | $2,685-7.9% | $2,623-5.7% |
| Participant deferral / active EE | $3,322 | $3,066+8.4% | $4,255-21.9% | $4,346-23.6% |
| Admin fee / account holder | $1,644 | $2,229-26.2% | $6,467-74.6% | $1,942-15.3% |