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 | $14,700 | $29,660-50.4% | $56,411-73.9% | $80,856-81.8% |
| Participation rate | 95.7% | 41.6%+54.1pp | 52.5%+43.2pp | 67.6%+28.1pp |
| Annual return | 12.59% | 35.23%-22.6pp | 1701.33%-1688.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,882 | $669+181.2% | $1,039+81.2% | $2,755-31.7% |
| Participant deferral / active EE | $1,369 | $1,226+11.7% | $1,952-29.9% | $4,296-68.1% |
| Admin fee / account holder | $1,643 | $2,428-32.3% | $2,829-41.9% | $6,918-76.3% |