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 | $27,379 | $76,738-64.3% | $56,411-51.5% | $145,922-81.2% |
| Participation rate | 84.6% | 63.2%+21.4pp | 52.5%+32.1pp | 80.3%+4.3pp |
| Annual return | 12.84% | 2994.23%-2981.4pp | 1701.33%-1688.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,065 | $1,380-22.8% | $1,039+2.5% | $4,660-77.2% |
| Participant deferral / active EE | $923 | $2,623-64.8% | $1,952-52.7% | $6,688-86.2% |
| Admin fee / account holder | $575 | $3,334-82.7% | $2,829-79.7% | $13,397-95.7% |