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 9-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 | $11,826 | $100,773-88.3% | $88,946-86.7% | $142,382-91.7% |
| Participation rate | 91.3% | 74.3%+17.0pp | 68.8%+22.5pp | 80.1%+11.2pp |
| Annual return | 18.51% | 70.18%-51.7pp | 57.82%-39.3pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,898 | $2,918-35.0% | $2,555-25.7% | $4,299-55.9% |
| Participant deferral / active EE | $1,931 | $5,230-63.1% | $4,581-57.9% | $6,507-70.3% |
| Admin fee / account holder | $1,869 | $9,693-80.7% | $8,261-77.4% | $12,624-85.2% |