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 | $14,903 | $49,922-70.1% | $80,569-81.5% | $75,163-80.2% |
| Participation rate | 90.9% | 55.3%+35.6pp | 67.0%+23.9pp | 67.2%+23.7pp |
| Annual return | 23.96% | 34.69%-10.7pp | 935.43%-911.5pp | 160.62%-136.7pp |
| Employer contribution / active EE | $8,186 | $1,698+382.0% | $2,723+200.6% | $2,670+206.6% |
| Participant deferral / active EE | $6,646 | $2,990+122.3% | $4,447+49.4% | $4,125+61.1% |
| Admin fee / account holder | $3,849 | $3,577+7.6% | $5,377-28.4% | $5,651-31.9% |