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 | $11,766 | $111,724-89.5% | $93,606-87.4% | $145,922-91.9% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 17.04% | 202.98%-185.9pp | 133.20%-116.2pp | 561.29%-544.2pp |
| Employer contribution / active EE | $831 | $3,090-73.1% | $2,420-65.7% | $4,660-82.2% |
| Participant deferral / active EE | $1,246 | $4,912-74.6% | $4,411-71.8% | $6,688-81.4% |
| Admin fee / account holder | $5,220 | $10,250-49.1% | $8,285-37.0% | $13,397-61.0% |