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 9-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 | $17,244 | $76,000-77.3% | $154,107-88.8% | $64,186-73.1% |
| Participation rate | 97.1% | 70.4%+26.7pp | 83.0%+14.1pp | 69.6%+27.6pp |
| Annual return | 7.03% | 30.32%-23.3pp | 735.12%-728.1pp | 7.63%-0.6pp |
| Employer contribution / active EE | $758 | $3,351-77.4% | $5,298-85.7% | $2,381-68.1% |
| Participant deferral / active EE | $2,671 | $3,175-15.9% | $5,081-47.4% | $3,470-23.0% |
| Admin fee / account holder | $6,602 | $5,596+18.0% | $13,411-50.8% | $4,888+35.1% |