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 5-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 | $6,506 | $96,305-93.2% | $80,569-91.9% | $139,434-95.3% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 25.89% | 1350.08%-1324.2pp | 935.43%-909.5pp | 372.94%-347.0pp |
| Employer contribution / active EE | $879 | $3,262-73.1% | $2,723-67.7% | $4,751-81.5% |
| Participant deferral / active EE | $3,106 | $5,232-40.6% | $4,447-30.2% | $6,710-53.7% |
| Admin fee / account holder | $314 | $6,599-95.2% | $5,377-94.2% | $11,403-97.3% |