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 10-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 | $13,244 | $99,020-86.6% | $86,590-84.7% | $147,584-91.0% |
| Participation rate | 81.8% | 76.3%+5.5pp | 73.5%+8.3pp | 82.8%-1.0pp |
| Annual return | 11.41% | 1312.34%-1300.9pp | 964.84%-953.4pp | 578.55%-567.1pp |
| Employer contribution / active EE | $126 | $3,132-96.0% | $2,839-95.5% | $4,876-97.4% |
| Participant deferral / active EE | $533 | $3,972-86.6% | $3,609-85.2% | $5,439-90.2% |
| Admin fee / account holder | $973 | $5,710-83.0% | $4,906-80.2% | $10,885-91.1% |