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 10-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 | $12,583 | $84,696-85.1% | $75,696-83.4% | $167,490-92.5% |
| Participation rate | 95.2% | 77.8%+17.4pp | 74.8%+20.4pp | 82.1%+13.1pp |
| Annual return | 11.05% | 199.36%-188.3pp | 104.53%-93.5pp | 478.56%-467.5pp |
| Employer contribution / active EE | $1,090 | $3,230-66.3% | $2,743-60.3% | $4,837-77.5% |
| Participant deferral / active EE | $2,481 | $4,580-45.8% | $3,821-35.1% | $6,341-60.9% |
| Admin fee / account holder | $2,782 | $5,355-48.0% | $3,619-23.1% | $12,309-77.4% |