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 | $13,757 | $105,126-86.9% | $94,646-85.5% | $139,434-90.1% |
| Participation rate | 91.3% | 82.4%+9.0pp | 80.8%+10.5pp | 80.3%+11.0pp |
| Annual return | 27.26% | 38.03%-10.8pp | 156.71%-129.5pp | 372.94%-345.7pp |
| Employer contribution / active EE | $3,624 | $4,106-11.7% | $3,672-1.3% | $4,751-23.7% |
| Participant deferral / active EE | $4,910 | $7,599-35.4% | $7,418-33.8% | $6,710-26.8% |
| Admin fee / account holder | $900 | $8,984-90.0% | $7,231-87.5% | $11,403-92.1% |