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 | $11,577 | $110,809-89.6% | $86,874-86.7% | $167,490-93.1% |
| Participation rate | 88.9% | 75.8%+13.1pp | 71.6%+17.3pp | 82.1%+6.8pp |
| Annual return | 18.47% | 116.98%-98.5pp | 63.52%-45.1pp | 478.56%-460.1pp |
| Employer contribution / active EE | $1,414 | $3,244-56.4% | $2,495-43.3% | $4,837-70.8% |
| Participant deferral / active EE | $3,715 | $4,546-18.3% | $3,699+0.4% | $6,341-41.4% |
| Admin fee / account holder | $1,543 | $8,415-81.7% | $5,828-73.5% | $12,309-87.5% |