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 4-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 | $9,579 | $29,660-67.7% | $56,411-83.0% | $80,856-88.2% |
| Participation rate | 95.1% | 41.6%+53.5pp | 52.5%+42.7pp | 67.6%+27.5pp |
| Annual return | 16.48% | 35.23%-18.7pp | 1701.33%-1684.8pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,679 | $669+300.2% | $1,039+157.9% | $2,755-2.8% |
| Participant deferral / active EE | $2,559 | $1,226+108.7% | $1,952+31.1% | $4,296-40.4% |
| Admin fee / account holder | $839 | $2,428-65.5% | $2,829-70.4% | $6,918-87.9% |