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 | $8,069 | $70,606-88.6% | $53,898-85.0% | $142,382-94.3% |
| Participation rate | 87.5% | 63.7%+23.8pp | 55.0%+32.5pp | 80.1%+7.4pp |
| Annual return | 12.58% | 619.81%-607.2pp | 528.60%-516.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $920 | $1,202-23.5% | $932-1.3% | $4,299-78.6% |
| Participant deferral / active EE | $1,621 | $2,364-31.4% | $1,826-11.2% | $6,507-75.1% |
| Admin fee / account holder | $1,359 | $2,852-52.3% | $2,491-45.4% | $12,624-89.2% |