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 8-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 | $16,341 | $111,724-85.4% | $93,606-82.5% | $145,922-88.8% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.8pp |
| Annual return | 9.76% | 202.98%-193.2pp | 133.20%-123.4pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,179 | $3,090-61.8% | $2,420-51.3% | $4,660-74.7% |
| Participant deferral / active EE | $1,253 | $4,912-74.5% | $4,411-71.6% | $6,688-81.3% |
| Admin fee / account holder | $9,434 | $10,250-8.0% | $8,285+13.9% | $13,397-29.6% |