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 | $21,167 | $111,724-81.1% | $93,606-77.4% | $145,922-85.5% |
| Participation rate | 95.8% | 74.2%+21.6pp | 68.7%+27.1pp | 80.3%+15.6pp |
| Annual return | 9.38% | 202.98%-193.6pp | 133.20%-123.8pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,033 | $3,090-66.6% | $2,420-57.3% | $4,660-77.8% |
| Participant deferral / active EE | $1,317 | $4,912-73.2% | $4,411-70.2% | $6,688-80.3% |
| Admin fee / account holder | $4,544 | $10,250-55.7% | $8,285-45.2% | $13,397-66.1% |