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 | $15,002 | $96,635-84.5% | $86,612-82.7% | $139,434-89.2% |
| Participation rate | 70.0% | 74.4%-4.4pp | 71.7%-1.7pp | 80.3%-10.3pp |
| Annual return | 19.89% | 106.41%-86.5pp | 591.07%-571.2pp | 372.94%-353.1pp |
| Employer contribution / active EE | $1,049 | $3,263-67.8% | $3,022-65.3% | $4,751-77.9% |
| Participant deferral / active EE | $2,359 | $4,836-51.2% | $4,438-46.8% | $6,710-64.8% |
| Admin fee / account holder | $1,261 | $6,408-80.3% | $5,614-77.5% | $11,403-88.9% |