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 10-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 | $7,939 | $110,502-92.8% | $80,716-90.2% | $167,490-95.3% |
| Participation rate | 76.9% | 64.0%+13.0pp | 54.2%+22.8pp | 82.1%-5.2pp |
| Annual return | 8.55% | 120.54%-112.0pp | 87.28%-78.7pp | 478.56%-470.0pp |
| Employer contribution / active EE | $1,074 | $1,543-30.4% | $1,160-7.4% | $4,837-77.8% |
| Participant deferral / active EE | $2,889 | $2,871+0.6% | $2,146+34.6% | $6,341-54.4% |
| Admin fee / account holder | $12,755 | $4,545+180.7% | $3,380+277.4% | $12,309+3.6% |