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 | $7,215 | $70,606-89.8% | $53,898-86.6% | $142,382-94.9% |
| Participation rate | 86.7% | 63.7%+23.0pp | 55.0%+31.7pp | 80.1%+6.5pp |
| Annual return | 10.06% | 619.81%-609.8pp | 528.60%-518.5pp | 217.08%-207.0pp |
| Employer contribution / active EE | $561 | $1,202-53.3% | $932-39.8% | $4,299-87.0% |
| Participant deferral / active EE | $933 | $2,364-60.5% | $1,826-48.9% | $6,507-85.7% |
| Admin fee / account holder | $1,859 | $2,852-34.8% | $2,491-25.4% | $12,624-85.3% |