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 | $16,656 | $83,902-80.1% | $167,512-90.1% | $84,808-80.4% |
| Participation rate | 92.1% | 66.5%+25.6pp | 77.1%+15.0pp | 68.3%+23.8pp |
| Annual return | 16.64% | 91.55%-74.9pp | 1615.79%-1599.2pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,764 | $2,264-22.1% | $3,882-54.6% | $2,631-33.0% |
| Participant deferral / active EE | $3,320 | $4,442-25.3% | $6,405-48.2% | $4,212-21.2% |
| Admin fee / account holder | $683 | $7,915-91.4% | $9,769-93.0% | $7,344-90.7% |