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 4-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 | $7,849 | $74,888-89.5% | $71,209-89.0% | $142,382-94.5% |
| Participation rate | 78.6% | 76.2%+2.3pp | 73.8%+4.8pp | 80.1%-1.5pp |
| Annual return | 17.59% | 345.14%-327.5pp | 282.51%-264.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,584 | $2,854-44.5% | $2,721-41.8% | $4,299-63.2% |
| Participant deferral / active EE | $2,217 | $4,454-50.2% | $4,175-46.9% | $6,507-65.9% |
| Admin fee / account holder | $1,266 | $5,568-77.3% | $5,349-76.3% | $12,624-90.0% |