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 | $17,500 | $148,534-88.2% | $135,903-87.1% | $139,434-87.4% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 84.15% | 79.19%+5.0pp | 68.23%+15.9pp | 372.94%-288.8pp |
| Employer contribution / active EE | $7,979 | $5,243+52.2% | $4,856+64.3% | $4,751+68.0% |
| Participant deferral / active EE | $16,136 | $8,100+99.2% | $7,758+108.0% | $6,710+140.5% |
| Admin fee / account holder | $3,491 | $12,400-71.8% | $10,762-67.6% | $11,403-69.4% |