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 6-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 | $9,723 | $96,305-89.9% | $80,569-87.9% | $139,434-93.0% |
| Participation rate | 81.3% | 73.6%+7.6pp | 67.0%+14.3pp | 80.3%+0.9pp |
| Annual return | 19.94% | 1350.08%-1330.1pp | 935.43%-915.5pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,441 | $3,262-55.8% | $2,723-47.1% | $4,751-69.7% |
| Participant deferral / active EE | $1,718 | $5,232-67.2% | $4,447-61.4% | $6,710-74.4% |
| Admin fee / account holder | $1,907 | $6,599-71.1% | $5,377-64.5% | $11,403-83.3% |