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 | $12,933 | $100,852-87.2% | $90,404-85.7% | $158,922-91.9% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 22.48% | 1724.20%-1701.7pp | 1293.02%-1270.5pp | 302.83%-280.3pp |
| Employer contribution / active EE | $922 | $3,689-75.0% | $3,262-71.7% | $4,761-80.6% |
| Participant deferral / active EE | $1,720 | $4,348-60.5% | $3,963-56.6% | $5,982-71.3% |
| Admin fee / account holder | $358 | $6,501-94.5% | $5,611-93.6% | $11,246-96.8% |