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 | $9,425 | $88,751-89.4% | $81,812-88.5% | $145,922-93.5% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 13.48% | 1025.40%-1011.9pp | 773.79%-760.3pp | 561.29%-547.8pp |
| Employer contribution / active EE | $638 | $3,083-79.3% | $2,912-78.1% | $4,660-86.3% |
| Participant deferral / active EE | $1,658 | $4,643-64.3% | $4,319-61.6% | $6,688-75.2% |
| Admin fee / account holder | $424 | $8,415-95.0% | $7,386-94.3% | $13,397-96.8% |