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 | $20,615 | $108,172-80.9% | $77,482-73.4% | $158,922-87.0% |
| Participation rate | 80.0% | 64.4%+15.6pp | 54.2%+25.8pp | 82.0%-2.0pp |
| Annual return | 17.00% | 31.67%-14.7pp | 54.79%-37.8pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,909 | $1,325+44.1% | $986+93.5% | $4,761-59.9% |
| Participant deferral / active EE | $2,667 | $2,456+8.6% | $1,861+43.3% | $5,982-55.4% |
| Admin fee / account holder | $1,847 | $3,708-50.2% | $2,858-35.4% | $11,246-83.6% |