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 | $10,160 | $49,922-79.6% | $80,569-87.4% | $75,163-86.5% |
| Participation rate | 97.1% | 55.3%+41.8pp | 67.0%+30.1pp | 67.2%+30.0pp |
| Annual return | 16.42% | 34.69%-18.3pp | 935.43%-919.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $3,708 | $1,698+118.4% | $2,723+36.2% | $2,670+38.9% |
| Participant deferral / active EE | $2,964 | $2,990-0.9% | $4,447-33.4% | $4,125-28.1% |
| Admin fee / account holder | $825 | $3,577-76.9% | $5,377-84.7% | $5,651-85.4% |