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 | $12,415 | $111,724-88.9% | $93,606-86.7% | $145,922-91.5% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 9.44% | 202.98%-193.5pp | 133.20%-123.8pp | 561.29%-551.8pp |
| Employer contribution / active EE | $700 | $3,090-77.3% | $2,420-71.1% | $4,660-85.0% |
| Participant deferral / active EE | $1,883 | $4,912-61.7% | $4,411-57.3% | $6,688-71.8% |
| Admin fee / account holder | $349 | $10,250-96.6% | $8,285-95.8% | $13,397-97.4% |