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 | $8,791 | $76,738-88.5% | $56,411-84.4% | $145,922-94.0% |
| Participation rate | 70.0% | 63.2%+6.8pp | 52.5%+17.5pp | 80.3%-10.3pp |
| Annual return | 14.36% | 2994.23%-2979.9pp | 1701.33%-1687.0pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,037 | $1,380-24.8% | $1,039-0.1% | $4,660-77.7% |
| Participant deferral / active EE | $2,301 | $2,623-12.2% | $1,952+17.9% | $6,688-65.6% |
| Admin fee / account holder | $1,963 | $3,334-41.1% | $2,829-30.6% | $13,397-85.3% |