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 8-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 | $18,160 | $83,902-78.4% | $167,512-89.2% | $84,808-78.6% |
| Participation rate | 94.4% | 66.5%+28.0pp | 77.1%+17.4pp | 68.3%+26.1pp |
| Annual return | 25.89% | 91.55%-65.7pp | 1615.79%-1589.9pp | 40.90%-15.0pp |
| Employer contribution / active EE | $1,379 | $2,264-39.1% | $3,882-64.5% | $2,631-47.6% |
| Participant deferral / active EE | $4,895 | $4,442+10.2% | $6,405-23.6% | $4,212+16.2% |
| Admin fee / account holder | $3,014 | $7,915-61.9% | $9,769-69.2% | $7,344-59.0% |