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 8-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 | $18,241 | $96,635-81.1% | $86,612-78.9% | $139,434-86.9% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 15.21% | 106.41%-91.2pp | 591.07%-575.9pp | 372.94%-357.7pp |
| Employer contribution / active EE | $852 | $3,263-73.9% | $3,022-71.8% | $4,751-82.1% |
| Participant deferral / active EE | $2,019 | $4,836-58.3% | $4,438-54.5% | $6,710-69.9% |
| Admin fee / account holder | $309 | $6,408-95.2% | $5,614-94.5% | $11,403-97.3% |