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 | $11,333 | $109,327-89.6% | $89,391-87.3% | $158,922-92.9% |
| Participation rate | 90.0% | 74.3%+15.7pp | 68.0%+22.0pp | 82.0%+8.0pp |
| Annual return | 15.09% | 345.68%-330.6pp | 245.62%-230.5pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,418 | $3,170-55.3% | $2,586-45.2% | $4,761-70.2% |
| Participant deferral / active EE | $3,008 | $4,598-34.6% | $3,890-22.7% | $5,982-49.7% |
| Admin fee / account holder | $3,216 | $6,153-47.7% | $4,881-34.1% | $11,246-71.4% |