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 5-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 | $9,474 | $76,738-87.7% | $56,411-83.2% | $145,922-93.5% |
| Participation rate | 70.0% | 63.2%+6.8pp | 52.5%+17.5pp | 80.3%-10.3pp |
| Annual return | 25.01% | 2994.23%-2969.2pp | 1701.33%-1676.3pp | 561.29%-536.3pp |
| Employer contribution / active EE | $491 | $1,380-64.4% | $1,039-52.7% | $4,660-89.5% |
| Participant deferral / active EE | $1,380 | $2,623-47.4% | $1,952-29.3% | $6,688-79.4% |
| Admin fee / account holder | $303 | $3,334-90.9% | $2,829-89.3% | $13,397-97.7% |