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 | $21,304 | $115,770-81.6% | $101,248-79.0% | $158,922-86.6% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 13.36% | 56.14%-42.8pp | 46.47%-33.1pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,500 | $4,175-40.1% | $3,660-31.7% | $4,761-47.5% |
| Participant deferral / active EE | $8,621 | $4,957+73.9% | $4,370+97.3% | $5,982+44.1% |
| Admin fee / account holder | $1,535 | $7,245-78.8% | $5,945-74.2% | $11,246-86.4% |