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 8-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 | $16,607 | $115,770-85.7% | $101,248-83.6% | $158,922-89.6% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 7.78% | 56.14%-48.4pp | 46.47%-38.7pp | 302.83%-295.0pp |
| Employer contribution / active EE | $1,538 | $4,175-63.2% | $3,660-58.0% | $4,761-67.7% |
| Participant deferral / active EE | $5,772 | $4,957+16.4% | $4,370+32.1% | $5,982-3.5% |
| Admin fee / account holder | $12,097 | $7,245+67.0% | $5,945+103.5% | $11,246+7.6% |