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 | $18,336 | $202,432-90.9% | $169,368-89.2% | $139,434-86.8% |
| Participation rate | 88.9% | 81.1%+7.8pp | 77.1%+11.7pp | 80.3%+8.6pp |
| Annual return | 14.89% | 531.74%-516.8pp | 405.60%-390.7pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,221 | $4,692-74.0% | $4,013-69.6% | $4,751-74.3% |
| Participant deferral / active EE | $2,219 | $6,938-68.0% | $6,221-64.3% | $6,710-66.9% |
| Admin fee / account holder | $4,585 | $10,708-57.2% | $9,003-49.1% | $11,403-59.8% |