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 | $15,820 | $105,126-85.0% | $94,646-83.3% | $139,434-88.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.86% | 38.03%-22.2pp | 156.71%-140.8pp | 372.94%-357.1pp |
| Employer contribution / active EE | $614 | $4,106-85.0% | $3,672-83.3% | $4,751-87.1% |
| Participant deferral / active EE | $2,684 | $7,599-64.7% | $7,418-63.8% | $6,710-60.0% |
| Admin fee / account holder | $449 | $8,984-95.0% | $7,231-93.8% | $11,403-96.1% |