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 3-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 | $7,750 | $74,888-89.7% | $71,209-89.1% | $142,382-94.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 22.88% | 345.14%-322.3pp | 282.51%-259.6pp | 217.08%-194.2pp |
| Employer contribution / active EE | $1,644 | $2,854-42.4% | $2,721-39.6% | $4,299-61.8% |
| Participant deferral / active EE | $2,791 | $4,454-37.3% | $4,175-33.2% | $6,507-57.1% |
| Admin fee / account holder | $632 | $5,568-88.7% | $5,349-88.2% | $12,624-95.0% |