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 | $11,768 | $70,756-83.4% | $65,493-82.0% | $142,382-91.7% |
| Participation rate | 70.6% | 77.4%-6.8pp | 73.1%-2.5pp | 80.1%-9.5pp |
| Annual return | 13.54% | 1754.89%-1741.3pp | 982.45%-968.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $773 | $2,881-73.2% | $2,574-70.0% | $4,299-82.0% |
| Participant deferral / active EE | $4,087 | $4,637-11.9% | $3,961+3.2% | $6,507-37.2% |
| Admin fee / account holder | $783 | $6,559-88.1% | $5,028-84.4% | $12,624-93.8% |