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 6-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 | $27,212 | $127,777-78.7% | $106,548-74.5% | $167,490-83.8% |
| Participation rate | 88.9% | 78.3%+10.6pp | 76.1%+12.8pp | 82.1%+6.8pp |
| Annual return | 12.59% | 33.87%-21.3pp | 26.80%-14.2pp | 478.56%-466.0pp |
| Employer contribution / active EE | $6,613 | $3,427+93.0% | $2,819+134.6% | $4,837+36.7% |
| Participant deferral / active EE | $3,828 | $5,087-24.7% | $4,398-13.0% | $6,341-39.6% |
| Admin fee / account holder | $543 | $11,228-95.2% | $7,407-92.7% | $12,309-95.6% |