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 | $17,621 | $210,648-91.6% | $177,989-90.1% | $145,922-87.9% |
| Participation rate | 90.9% | 80.8%+10.2pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 18.03% | 385.86%-367.8pp | 294.48%-276.5pp | 561.29%-543.3pp |
| Employer contribution / active EE | $4,302 | $4,565-5.8% | $3,949+8.9% | $4,660-7.7% |
| Participant deferral / active EE | $7,487 | $6,958+7.6% | $6,276+19.3% | $6,688+12.0% |
| Admin fee / account holder | $790 | $12,013-93.4% | $10,363-92.4% | $13,397-94.1% |