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 3-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 | $9,171 | $88,751-89.7% | $81,812-88.8% | $145,922-93.7% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.3%+14.3pp | 80.3%+6.4pp |
| Annual return | 14.16% | 1025.40%-1011.2pp | 773.79%-759.6pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,298 | $3,083-57.9% | $2,912-55.4% | $4,660-72.1% |
| Participant deferral / active EE | $1,561 | $4,643-66.4% | $4,319-63.8% | $6,688-76.7% |
| Admin fee / account holder | $839 | $8,415-90.0% | $7,386-88.6% | $13,397-93.7% |