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 6-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 | $14,931 | $70,606-78.9% | $53,898-72.3% | $142,382-89.5% |
| Participation rate | 95.8% | 63.7%+32.1pp | 55.0%+40.9pp | 80.1%+15.7pp |
| Annual return | 21.14% | 619.81%-598.7pp | 528.60%-507.5pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,403 | $1,202+16.7% | $932+50.5% | $4,299-67.4% |
| Participant deferral / active EE | $3,585 | $2,364+51.7% | $1,826+96.3% | $6,507-44.9% |
| Admin fee / account holder | $1,327 | $2,852-53.5% | $2,491-46.7% | $12,624-89.5% |