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 | $8,686 | $70,606-87.7% | $53,898-83.9% | $142,382-93.9% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 15.24% | 619.81%-604.6pp | 528.60%-513.4pp | 217.08%-201.8pp |
| Employer contribution / active EE | $146 | $1,202-87.8% | $932-84.3% | $4,299-96.6% |
| Participant deferral / active EE | $1,600 | $2,364-32.3% | $1,826-12.4% | $6,507-75.4% |
| Admin fee / account holder | $586 | $2,852-79.5% | $2,491-76.5% | $12,624-95.4% |