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 10-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 | $12,765 | $100,852-87.3% | $90,404-85.9% | $158,922-92.0% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 21.94% | 1724.20%-1702.3pp | 1293.02%-1271.1pp | 302.83%-280.9pp |
| Employer contribution / active EE | $223 | $3,689-93.9% | $3,262-93.2% | $4,761-95.3% |
| Participant deferral / active EE | $782 | $4,348-82.0% | $3,963-80.3% | $5,982-86.9% |
| Admin fee / account holder | $398 | $6,501-93.9% | $5,611-92.9% | $11,246-96.5% |