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 | $10,147 | $53,516-81.0% | $126,539-92.0% | $84,808-88.0% |
| Participation rate | 97.5% | 58.2%+39.3pp | 69.8%+27.7pp | 68.3%+29.2pp |
| Annual return | 19.31% | 58.34%-39.0pp | 425.95%-406.6pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,196 | $1,535-22.1% | $3,674-67.4% | $2,631-54.5% |
| Participant deferral / active EE | $3,259 | $2,671+22.0% | $4,083-20.2% | $4,212-22.6% |
| Admin fee / account holder | $374 | $4,497-91.7% | $6,065-93.8% | $7,344-94.9% |