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 8-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 | $15,128 | $96,635-84.3% | $86,612-82.5% | $139,434-89.2% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 19.76% | 106.41%-86.7pp | 591.07%-571.3pp | 372.94%-353.2pp |
| Employer contribution / active EE | $343 | $3,263-89.5% | $3,022-88.7% | $4,751-92.8% |
| Participant deferral / active EE | $2,525 | $4,836-47.8% | $4,438-43.1% | $6,710-62.4% |
| Admin fee / account holder | $587 | $6,408-90.8% | $5,614-89.5% | $11,403-94.9% |