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 4-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 | $21,339 | $76,738-72.2% | $56,411-62.2% | $145,922-85.4% |
| Participation rate | 87.5% | 63.2%+24.3pp | 52.5%+35.0pp | 80.3%+7.2pp |
| Annual return | 10.01% | 2994.23%-2984.2pp | 1701.33%-1691.3pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,050 | $1,380+48.5% | $1,039+97.3% | $4,660-56.0% |
| Participant deferral / active EE | $5,834 | $2,623+122.5% | $1,952+198.9% | $6,688-12.8% |
| Admin fee / account holder | $1,417 | $3,334-57.5% | $2,829-49.9% | $13,397-89.4% |