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 | $13,235 | $90,348-85.4% | $75,972-82.6% | $145,922-90.9% |
| Participation rate | 86.4% | 74.5%+11.9pp | 69.1%+17.3pp | 80.3%+6.1pp |
| Annual return | 8.44% | 620.88%-612.4pp | 359.55%-351.1pp | 561.29%-552.8pp |
| Employer contribution / active EE | $2,249 | $3,311-32.1% | $2,685-16.2% | $4,660-51.7% |
| Participant deferral / active EE | $3,046 | $5,162-41.0% | $4,255-28.4% | $6,688-54.5% |
| Admin fee / account holder | $498 | $8,467-94.1% | $6,467-92.3% | $13,397-96.3% |