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 | $13,830 | $104,907-86.8% | $84,611-83.7% | $152,861-91.0% |
| Participation rate | 76.5% | 74.8%+1.6pp | 68.2%+8.2pp | 82.4%-6.0pp |
| Annual return | 19.13% | 373.79%-354.7pp | 258.74%-239.6pp | 345.32%-326.2pp |
| Employer contribution / active EE | $1,337 | $3,302-59.5% | $2,652-49.6% | $4,762-71.9% |
| Participant deferral / active EE | $2,183 | $4,688-53.4% | $3,899-44.0% | $5,850-62.7% |
| Admin fee / account holder | $467 | $6,241-92.5% | $4,912-90.5% | $11,596-96.0% |