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 6-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 | $21,025 | $76,738-72.6% | $56,411-62.7% | $145,922-85.6% |
| Participation rate | 79.2% | 63.2%+16.0pp | 52.5%+26.7pp | 80.3%-1.1pp |
| Annual return | 20.46% | 2994.23%-2973.8pp | 1701.33%-1680.9pp | 561.29%-540.8pp |
| Employer contribution / active EE | $869 | $1,380-37.0% | $1,039-16.3% | $4,660-81.3% |
| Participant deferral / active EE | $3,291 | $2,623+25.5% | $1,952+68.6% | $6,688-50.8% |
| Admin fee / account holder | $411 | $3,334-87.7% | $2,829-85.5% | $13,397-96.9% |