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 7-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 | $7,182 | $109,982-93.5% | $97,226-92.6% | $145,922-95.1% |
| Participation rate | 87.0% | 75.9%+11.0pp | 72.7%+14.3pp | 80.3%+6.7pp |
| Annual return | 13.07% | 242.90%-229.8pp | 75.13%-62.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $728 | $3,084-76.4% | $2,729-73.3% | $4,660-84.4% |
| Participant deferral / active EE | $2,119 | $4,676-54.7% | $4,264-50.3% | $6,688-68.3% |
| Admin fee / account holder | $628 | $6,221-89.9% | $5,654-88.9% | $13,397-95.3% |