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 | $7,545 | $70,606-89.3% | $53,898-86.0% | $142,382-94.7% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 20.15% | 619.81%-599.7pp | 528.60%-508.5pp | 217.08%-196.9pp |
| Employer contribution / active EE | $582 | $1,202-51.6% | $932-37.6% | $4,299-86.5% |
| Participant deferral / active EE | $1,212 | $2,364-48.7% | $1,826-33.6% | $6,507-81.4% |
| Admin fee / account holder | $400 | $2,852-86.0% | $2,491-83.9% | $12,624-96.8% |