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 | $28,908 | $102,317-71.7% | $146,958-80.3% | $80,856-64.2% |
| Participation rate | 97.0% | 75.8%+21.1pp | 82.2%+14.8pp | 67.6%+29.3pp |
| Annual return | 18.70% | 134.76%-116.1pp | 418.34%-399.6pp | 35.59%-16.9pp |
| Employer contribution / active EE | $2,588 | $3,713-30.3% | $4,933-47.5% | $2,755-6.1% |
| Participant deferral / active EE | $7,496 | $6,644+12.8% | $8,070-7.1% | $4,296+74.5% |
| Admin fee / account holder | $3,328 | $7,941-58.1% | $12,998-74.4% | $6,918-51.9% |