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 | $20,045 | $76,738-73.9% | $56,411-64.5% | $145,922-86.3% |
| Participation rate | 78.6% | 63.2%+15.4pp | 52.5%+26.1pp | 80.3%-1.7pp |
| Annual return | 11.58% | 2994.23%-2982.6pp | 1701.33%-1689.7pp | 561.29%-549.7pp |
| Employer contribution / active EE | $303 | $1,380-78.1% | $1,039-70.9% | $4,660-93.5% |
| Participant deferral / active EE | $2,616 | $2,623-0.2% | $1,952+34.0% | $6,688-60.9% |
| Admin fee / account holder | $1,513 | $3,334-54.6% | $2,829-46.5% | $13,397-88.7% |