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 | $6,818 | $88,751-92.3% | $81,812-91.7% | $145,922-95.3% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.3%+20.5pp | 80.3%+12.6pp |
| Annual return | 11.85% | 1025.40%-1013.6pp | 773.79%-761.9pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,653 | $3,083-46.4% | $2,912-43.2% | $4,660-64.5% |
| Participant deferral / active EE | $1,888 | $4,643-59.3% | $4,319-56.3% | $6,688-71.8% |
| Admin fee / account holder | $1,016 | $8,415-87.9% | $7,386-86.2% | $13,397-92.4% |