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 | $15,727 | $39,019-59.7% | $80,716-80.5% | $85,850-81.7% |
| Participation rate | 70.5% | 41.5%+28.9pp | 54.2%+16.3pp | 69.3%+1.1pp |
| Annual return | 20.37% | 26.27%-5.9pp | 87.28%-66.9pp | 318.53%-298.2pp |
| Employer contribution / active EE | $675 | $722-6.4% | $1,160-41.8% | $2,565-73.7% |
| Participant deferral / active EE | $1,773 | $1,326+33.8% | $2,146-17.4% | $3,952-55.1% |
| Admin fee / account holder | $493 | $2,431-79.7% | $3,380-85.4% | $6,260-92.1% |