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 9-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 | $11,133 | $39,019-71.5% | $80,716-86.2% | $85,850-87.0% |
| Participation rate | 90.4% | 41.5%+48.8pp | 54.2%+36.2pp | 69.3%+21.1pp |
| Annual return | 17.21% | 26.27%-9.1pp | 87.28%-70.1pp | 318.53%-301.3pp |
| Employer contribution / active EE | $1,038 | $722+43.7% | $1,160-10.5% | $2,565-59.5% |
| Participant deferral / active EE | $1,503 | $1,326+13.4% | $2,146-30.0% | $3,952-62.0% |
| Admin fee / account holder | $413 | $2,431-83.0% | $3,380-87.8% | $6,260-93.4% |