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 | $15,013 | $76,738-80.4% | $56,411-73.4% | $145,922-89.7% |
| Participation rate | 91.7% | 63.2%+28.5pp | 52.5%+39.2pp | 80.3%+11.4pp |
| Annual return | 11.01% | 2994.23%-2983.2pp | 1701.33%-1690.3pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,311 | $1,380+67.4% | $1,039+122.5% | $4,660-50.4% |
| Participant deferral / active EE | $4,679 | $2,623+78.4% | $1,952+139.7% | $6,688-30.0% |
| Admin fee / account holder | $561 | $3,334-83.2% | $2,829-80.2% | $13,397-95.8% |