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 | $8,005 | $90,348-91.1% | $75,972-89.5% | $145,922-94.5% |
| Participation rate | 94.1% | 74.5%+19.7pp | 69.1%+25.1pp | 80.3%+13.8pp |
| Annual return | 14.08% | 620.88%-606.8pp | 359.55%-345.5pp | 561.29%-547.2pp |
| Employer contribution / active EE | $3,266 | $3,311-1.4% | $2,685+21.7% | $4,660-29.9% |
| Participant deferral / active EE | $3,576 | $5,162-30.7% | $4,255-16.0% | $6,688-46.5% |
| Admin fee / account holder | $1,243 | $8,467-85.3% | $6,467-80.8% | $13,397-90.7% |