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 8-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 | $9,489 | $102,966-90.8% | $90,281-89.5% | $152,861-93.8% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 26.05% | 95.16%-69.1pp | 78.10%-52.0pp | 345.32%-319.3pp |
| Employer contribution / active EE | $896 | $3,139-71.4% | $2,854-68.6% | $4,762-81.2% |
| Participant deferral / active EE | $1,789 | $4,281-58.2% | $3,885-54.0% | $5,850-69.4% |
| Admin fee / account holder | $309 | $6,171-95.0% | $5,351-94.2% | $11,596-97.3% |