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 | $15,440 | $48,046-67.9% | $84,611-81.8% | $72,985-78.8% |
| Participation rate | 86.2% | 57.6%+28.6pp | 68.2%+18.0pp | 69.5%+16.7pp |
| Annual return | 29.54% | 37.38%-7.8pp | 258.74%-229.2pp | 81.00%-51.5pp |
| Employer contribution / active EE | $1,609 | $1,602+0.4% | $2,652-39.3% | $2,440-34.1% |
| Participant deferral / active EE | $3,594 | $2,680+34.1% | $3,899-7.8% | $3,607-0.4% |
| Admin fee / account holder | $705 | $3,395-79.2% | $4,912-85.6% | $5,124-86.2% |