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 4-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 | $12,734 | $102,604-87.6% | $86,188-85.2% | $139,434-90.9% |
| Participation rate | 72.7% | 74.5%-1.8pp | 69.0%+3.8pp | 80.3%-7.6pp |
| Annual return | 23.95% | 1922.51%-1898.6pp | 1168.45%-1144.5pp | 372.94%-349.0pp |
| Employer contribution / active EE | $1,121 | $3,032-63.0% | $2,380-52.9% | $4,751-76.4% |
| Participant deferral / active EE | $3,296 | $4,676-29.5% | $3,985-17.3% | $6,710-50.9% |
| Admin fee / account holder | $1,458 | $8,657-83.2% | $6,852-78.7% | $11,403-87.2% |