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 10-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 | $7,255 | $158,398-95.4% | $126,539-94.3% | $142,382-94.9% |
| Participation rate | 83.3% | 75.8%+7.5pp | 69.8%+13.5pp | 80.1%+3.2pp |
| Annual return | 15.60% | 593.76%-578.2pp | 425.95%-410.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $758 | $4,650-83.7% | $3,674-79.4% | $4,299-82.4% |
| Participant deferral / active EE | $1,095 | $4,767-77.0% | $4,083-73.2% | $6,507-83.2% |
| Admin fee / account holder | $5,249 | $6,918-24.1% | $6,065-13.4% | $12,624-58.4% |