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 7-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 | $9,665 | $70,756-86.3% | $65,493-85.2% | $142,382-93.2% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.1%-0.1pp |
| Annual return | 17.24% | 1754.89%-1737.6pp | 982.45%-965.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $557 | $2,881-80.7% | $2,574-78.4% | $4,299-87.1% |
| Participant deferral / active EE | $885 | $4,637-80.9% | $3,961-77.7% | $6,507-86.4% |
| Admin fee / account holder | $843 | $6,559-87.1% | $5,028-83.2% | $12,624-93.3% |