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 | $16,565 | $102,966-83.9% | $90,281-81.7% | $152,861-89.2% |
| Participation rate | 94.4% | 75.9%+18.6pp | 73.3%+21.2pp | 82.4%+12.0pp |
| Annual return | 20.83% | 95.16%-74.3pp | 78.10%-57.3pp | 345.32%-324.5pp |
| Employer contribution / active EE | $2,180 | $3,139-30.5% | $2,854-23.6% | $4,762-54.2% |
| Participant deferral / active EE | $4,329 | $4,281+1.1% | $3,885+11.4% | $5,850-26.0% |
| Admin fee / account holder | $6,434 | $6,171+4.3% | $5,351+20.2% | $11,596-44.5% |