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 3-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 | $15,519 | $83,902-81.5% | $167,512-90.7% | $84,808-81.7% |
| Participation rate | 82.9% | 66.5%+16.4pp | 77.1%+5.8pp | 68.3%+14.5pp |
| Annual return | 18.76% | 91.55%-72.8pp | 1615.79%-1597.0pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,658 | $2,264-26.8% | $3,882-57.3% | $2,631-37.0% |
| Participant deferral / active EE | $2,595 | $4,442-41.6% | $6,405-59.5% | $4,212-38.4% |
| Admin fee / account holder | $2,583 | $7,915-67.4% | $9,769-73.6% | $7,344-64.8% |