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 | $16,392 | $105,931-84.5% | $81,930-80.0% | $158,922-89.7% |
| Participation rate | 87.5% | 75.6%+11.9pp | 72.0%+15.5pp | 82.0%+5.5pp |
| Annual return | 26.21% | 38.17%-12.0pp | 29.49%-3.3pp | 302.83%-276.6pp |
| Employer contribution / active EE | $1,209 | $7,800-84.5% | $4,310-72.0% | $4,761-74.6% |
| Participant deferral / active EE | $7,846 | $13,003-39.7% | $7,107+10.4% | $5,982+31.2% |
| Admin fee / account holder | $1,195 | $8,489-85.9% | $5,158-76.8% | $11,246-89.4% |