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 7-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 | $14,078 | $60,124-76.6% | $90,404-84.4% | $79,858-82.4% |
| Participation rate | 88.6% | 65.0%+23.6pp | 72.7%+15.9pp | 69.6%+18.9pp |
| Annual return | 25.37% | 71.94%-46.6pp | 1293.02%-1267.6pp | 31.71%-6.3pp |
| Employer contribution / active EE | $1,658 | $2,068-19.8% | $3,262-49.2% | $2,471-32.9% |
| Participant deferral / active EE | $4,442 | $2,938+51.2% | $3,963+12.1% | $3,740+18.8% |
| Admin fee / account holder | $605 | $3,976-84.8% | $5,611-89.2% | $5,306-88.6% |