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 | $10,043 | $29,660-66.1% | $56,411-82.2% | $80,856-87.6% |
| Participation rate | 97.6% | 41.6%+56.0pp | 52.5%+45.2pp | 67.6%+30.0pp |
| Annual return | 13.95% | 35.23%-21.3pp | 1701.33%-1687.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,281 | $669+240.7% | $1,039+119.6% | $2,755-17.2% |
| Participant deferral / active EE | $693 | $1,226-43.5% | $1,952-64.5% | $4,296-83.9% |
| Admin fee / account holder | $1,256 | $2,428-48.2% | $2,829-55.6% | $6,918-81.8% |