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 | $10,162 | $24,730-58.9% | $66,042-84.6% | $84,808-88.0% |
| Participation rate | 75.7% | 68.1%+7.6pp | 67.5%+8.2pp | 68.3%+7.4pp |
| Annual return | 28.38% | 79.55%-51.2pp | 52.11%-23.7pp | 40.90%-12.5pp |
| Employer contribution / active EE | $703 | $857-17.9% | $1,579-55.5% | $2,631-73.3% |
| Participant deferral / active EE | $2,064 | $1,737+18.8% | $2,835-27.2% | $4,212-51.0% |
| Admin fee / account holder | $1,531 | $3,014-49.2% | $5,747-73.4% | $7,344-79.1% |