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 6-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 | $27,169 | $102,317-73.4% | $146,958-81.5% | $80,856-66.4% |
| Participation rate | 93.9% | 75.8%+18.0pp | 82.2%+11.7pp | 67.6%+26.2pp |
| Annual return | 17.43% | 134.76%-117.3pp | 418.34%-400.9pp | 35.59%-18.2pp |
| Employer contribution / active EE | $2,956 | $3,713-20.4% | $4,933-40.1% | $2,755+7.3% |
| Participant deferral / active EE | $6,055 | $6,644-8.9% | $8,070-25.0% | $4,296+41.0% |
| Admin fee / account holder | $2,080 | $7,941-73.8% | $12,998-84.0% | $6,918-69.9% |