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 9-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 | $9,889 | $108,172-90.9% | $77,482-87.2% | $158,922-93.8% |
| Participation rate | 91.7% | 64.4%+27.2pp | 54.2%+37.5pp | 82.0%+9.7pp |
| Annual return | 17.37% | 31.67%-14.3pp | 54.79%-37.4pp | 302.83%-285.5pp |
| Employer contribution / active EE | $707 | $1,325-46.6% | $986-28.3% | $4,761-85.2% |
| Participant deferral / active EE | $2,520 | $2,456+2.6% | $1,861+35.4% | $5,982-57.9% |
| Admin fee / account holder | $420 | $3,708-88.7% | $2,858-85.3% | $11,246-96.3% |