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 | $14,184 | $70,606-79.9% | $53,898-73.7% | $142,382-90.0% |
| Participation rate | 90.0% | 63.7%+26.3pp | 55.0%+35.0pp | 80.1%+9.9pp |
| Annual return | 18.79% | 619.81%-601.0pp | 528.60%-509.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,044 | $1,202-13.2% | $932+12.0% | $4,299-75.7% |
| Participant deferral / active EE | $1,163 | $2,364-50.8% | $1,826-36.3% | $6,507-82.1% |
| Admin fee / account holder | $339 | $2,852-88.1% | $2,491-86.4% | $12,624-97.3% |