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 5-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 | $12,973 | $76,738-83.1% | $56,411-77.0% | $145,922-91.1% |
| Participation rate | 86.7% | 63.2%+23.5pp | 52.5%+34.2pp | 80.3%+6.4pp |
| Annual return | 14.98% | 2994.23%-2979.2pp | 1701.33%-1686.4pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,837 | $1,380+33.2% | $1,039+76.9% | $4,660-60.6% |
| Participant deferral / active EE | $3,658 | $2,623+39.5% | $1,952+87.4% | $6,688-45.3% |
| Admin fee / account holder | $469 | $3,334-85.9% | $2,829-83.4% | $13,397-96.5% |