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 9-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 | $29,733 | $112,096-73.5% | $95,952-69.0% | $158,922-81.3% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+9.0pp |
| Annual return | 9.80% | 171.09%-161.3pp | 91.61%-81.8pp | 302.83%-293.0pp |
| Employer contribution / active EE | $2,115 | $3,198-33.9% | $2,541-16.8% | $4,761-55.6% |
| Participant deferral / active EE | $7,387 | $4,784+54.4% | $4,167+77.3% | $5,982+23.5% |
| Admin fee / account holder | $1,621 | $10,130-84.0% | $6,795-76.1% | $11,246-85.6% |