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 5-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 | $8,278 | $29,660-72.1% | $56,411-85.3% | $80,856-89.8% |
| Participation rate | 90.6% | 41.6%+48.9pp | 52.5%+38.1pp | 67.6%+22.9pp |
| Annual return | 14.36% | 35.23%-20.9pp | 1701.33%-1687.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $962 | $669+43.7% | $1,039-7.4% | $2,755-65.1% |
| Participant deferral / active EE | $1,811 | $1,226+47.7% | $1,952-7.2% | $4,296-57.8% |
| Admin fee / account holder | $806 | $2,428-66.8% | $2,829-71.5% | $6,918-88.4% |