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 | $9,672 | $169,032-94.3% | $129,207-92.5% | $145,922-93.4% |
| Participation rate | 84.6% | 76.4%+8.2pp | 69.6%+15.0pp | 80.3%+4.3pp |
| Annual return | 23.03% | 14330.11%-14307.1pp | 9417.33%-9394.3pp | 561.29%-538.3pp |
| Employer contribution / active EE | $948 | $5,537-82.9% | $4,153-77.2% | $4,660-79.7% |
| Participant deferral / active EE | $2,747 | $4,987-44.9% | $4,168-34.1% | $6,688-58.9% |
| Admin fee / account holder | $712 | $9,954-92.8% | $7,715-90.8% | $13,397-94.7% |