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 | $18,093 | $115,770-84.4% | $101,248-82.1% | $158,922-88.6% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 35.01% | 56.14%-21.1pp | 46.47%-11.5pp | 302.83%-267.8pp |
| Employer contribution / active EE | $2,428 | $4,175-41.8% | $3,660-33.6% | $4,761-49.0% |
| Participant deferral / active EE | $7,614 | $4,957+53.6% | $4,370+74.2% | $5,982+27.3% |
| Admin fee / account holder | $588 | $7,245-91.9% | $5,945-90.1% | $11,246-94.8% |