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 | $15,682 | $88,594-82.3% | $70,092-77.6% | $134,475-88.3% |
| Participation rate | 83.3% | 74.9%+8.4pp | 70.5%+12.9pp | 81.2%+2.1pp |
| Annual return | 19.54% | 442.67%-423.1pp | 190.73%-171.2pp | 417.96%-398.4pp |
| Employer contribution / active EE | $3,986 | $3,233+23.3% | $2,559+55.8% | $4,740-15.9% |
| Participant deferral / active EE | $7,314 | $4,772+53.3% | $3,849+90.0% | $6,400+14.3% |
| Admin fee / account holder | $4,161 | $10,441-60.2% | $6,267-33.6% | $11,426-63.6% |