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 6-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 | $20,858 | $102,616-79.7% | $81,983-74.6% | $158,922-86.9% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.2%+20.8pp | 82.0%+8.0pp |
| Annual return | 28.83% | 61.04%-32.2pp | 41.31%-12.5pp | 302.83%-274.0pp |
| Employer contribution / active EE | $1,400 | $3,240-56.8% | $2,498-44.0% | $4,761-70.6% |
| Participant deferral / active EE | $7,115 | $4,648+53.1% | $3,722+91.1% | $5,982+18.9% |
| Admin fee / account holder | $422 | $8,235-94.9% | $5,664-92.6% | $11,246-96.2% |