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 9-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 | $12,521 | $81,632-84.7% | $70,449-82.2% | $158,922-92.1% |
| Participation rate | 72.7% | 77.7%-5.0pp | 75.1%-2.3pp | 82.0%-9.2pp |
| Annual return | 10.33% | 208.40%-198.1pp | 109.03%-98.7pp | 302.83%-292.5pp |
| Employer contribution / active EE | $400 | $3,217-87.6% | $2,737-85.4% | $4,761-91.6% |
| Participant deferral / active EE | $3,931 | $4,554-13.7% | $3,709+6.0% | $5,982-34.3% |
| Admin fee / account holder | $1,674 | $6,193-73.0% | $3,845-56.5% | $11,246-85.1% |