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 7-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 | $14,889 | $76,738-80.6% | $56,411-73.6% | $145,922-89.8% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.9pp | 80.3%+3.1pp |
| Annual return | 14.39% | 2994.23%-2979.8pp | 1701.33%-1686.9pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,253 | $1,380-9.2% | $1,039+20.6% | $4,660-73.1% |
| Participant deferral / active EE | $4,097 | $2,623+56.2% | $1,952+109.9% | $6,688-38.7% |
| Admin fee / account holder | $617 | $3,334-81.5% | $2,829-78.2% | $13,397-95.4% |