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 4-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 | $8,998 | $100,773-91.1% | $88,946-89.9% | $142,382-93.7% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.8%+22.1pp | 80.1%+10.8pp |
| Annual return | 14.84% | 70.18%-55.3pp | 57.82%-43.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,278 | $2,918-56.2% | $2,555-50.0% | $4,299-70.3% |
| Participant deferral / active EE | $2,542 | $5,230-51.4% | $4,581-44.5% | $6,507-60.9% |
| Admin fee / account holder | $5,843 | $9,693-39.7% | $8,261-29.3% | $12,624-53.7% |