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 | $14,028 | $61,774-77.3% | $97,226-85.6% | $80,856-82.7% |
| Participation rate | 92.3% | 63.5%+28.8pp | 72.7%+19.6pp | 67.6%+24.7pp |
| Annual return | 13.33% | -557.90%+571.2pp | 75.13%-61.8pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,512 | $1,837-17.7% | $2,729-44.6% | $2,755-45.1% |
| Participant deferral / active EE | $4,773 | $3,029+57.6% | $4,264+12.0% | $4,296+11.1% |
| Admin fee / account holder | $1,044 | $5,166-79.8% | $5,654-81.5% | $6,918-84.9% |