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 | $16,724 | $111,724-85.0% | $93,606-82.1% | $145,922-88.5% |
| Participation rate | 89.5% | 74.2%+15.3pp | 68.7%+20.8pp | 80.3%+9.2pp |
| Annual return | 11.41% | 202.98%-191.6pp | 133.20%-121.8pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,188 | $3,090-29.2% | $2,420-9.6% | $4,660-53.1% |
| Participant deferral / active EE | $5,360 | $4,912+9.1% | $4,411+21.5% | $6,688-19.9% |
| Admin fee / account holder | $360 | $10,250-96.5% | $8,285-95.7% | $13,397-97.3% |