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 3-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 | $7,846 | $76,738-89.8% | $56,411-86.1% | $145,922-94.6% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 9.24% | 2994.23%-2985.0pp | 1701.33%-1692.1pp | 561.29%-552.0pp |
| Employer contribution / active EE | $1,511 | $1,380+9.5% | $1,039+45.5% | $4,660-67.6% |
| Participant deferral / active EE | $1,646 | $2,623-37.2% | $1,952-15.7% | $6,688-75.4% |
| Admin fee / account holder | $588 | $3,334-82.3% | $2,829-79.2% | $13,397-95.6% |