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 | $13,324 | $99,020-86.5% | $86,590-84.6% | $147,584-91.0% |
| Participation rate | 76.5% | 76.3%+0.1pp | 73.5%+2.9pp | 82.8%-6.4pp |
| Annual return | 20.23% | 1312.34%-1292.1pp | 964.84%-944.6pp | 578.55%-558.3pp |
| Employer contribution / active EE | $685 | $3,132-78.1% | $2,839-75.9% | $4,876-85.9% |
| Participant deferral / active EE | $2,612 | $3,972-34.2% | $3,609-27.6% | $5,439-52.0% |
| Admin fee / account holder | $974 | $5,710-82.9% | $4,906-80.1% | $10,885-91.1% |