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 | $21,465 | $65,409-67.2% | $98,442-78.2% | $85,850-75.0% |
| Participation rate | 89.1% | 65.0%+24.1pp | 73.3%+15.8pp | 69.3%+19.8pp |
| Annual return | 18.18% | 21.76%-3.6pp | 1492.73%-1474.5pp | 318.53%-300.4pp |
| Employer contribution / active EE | $956 | $2,168-55.9% | $2,960-67.7% | $2,565-62.7% |
| Participant deferral / active EE | $1,161 | $3,166-63.3% | $4,276-72.8% | $3,952-70.6% |
| Admin fee / account holder | $1,290 | $4,593-71.9% | $5,949-78.3% | $6,260-79.4% |