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 | $12,434 | $51,175-75.7% | $70,515-82.4% | $75,163-83.5% |
| Participation rate | 87.5% | 60.9%+26.6pp | 68.3%+19.2pp | 67.2%+20.3pp |
| Annual return | 16.06% | 30.02%-14.0pp | 32.77%-16.7pp | 160.62%-144.6pp |
| Employer contribution / active EE | $2,623 | $1,826+43.6% | $2,973-11.8% | $2,670-1.8% |
| Participant deferral / active EE | $0 | $2,849-100.0% | $4,567-100.0% | $4,125-100.0% |
| Admin fee / account holder | $770 | $4,091-81.2% | $6,412-88.0% | $5,651-86.4% |