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 | $10,562 | $58,208-81.9% | $81,812-87.1% | $80,856-86.9% |
| Participation rate | 92.9% | 63.4%+29.4pp | 72.3%+20.5pp | 67.6%+25.2pp |
| Annual return | 18.75% | 41.66%-22.9pp | 773.79%-755.0pp | 35.59%-16.8pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,775 | $3,281+15.1% | $4,319-12.6% | $4,296-12.1% |
| Admin fee / account holder | $1,746 | $4,981-64.9% | $7,386-76.4% | $6,918-74.8% |