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 9-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 | $25,371 | $155,788-83.7% | $124,672-79.7% | $167,490-84.9% |
| Participation rate | 88.9% | 81.1%+7.8pp | 74.6%+14.3pp | 82.1%+6.8pp |
| Annual return | 19.89% | 17.97%+1.9pp | 5142.93%-5123.0pp | 478.56%-458.7pp |
| Employer contribution / active EE | $9,362 | $4,163+124.9% | $3,324+181.7% | $4,837+93.5% |
| Participant deferral / active EE | $7,622 | $5,673+34.3% | $4,614+65.2% | $6,341+20.2% |
| Admin fee / account holder | $890 | $9,531-90.7% | $7,493-88.1% | $12,309-92.8% |