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 6-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 | $15,299 | $88,751-82.8% | $81,812-81.3% | $145,922-89.5% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.3%+21.4pp | 80.3%+13.5pp |
| Annual return | 13.54% | 1025.40%-1011.9pp | 773.79%-760.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,310 | $3,083-57.5% | $2,912-55.0% | $4,660-71.9% |
| Participant deferral / active EE | $3,203 | $4,643-31.0% | $4,319-25.8% | $6,688-52.1% |
| Admin fee / account holder | $1,001 | $8,415-88.1% | $7,386-86.5% | $13,397-92.5% |