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 8-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 | $10,973 | $99,640-89.0% | $86,436-87.3% | $134,475-91.8% |
| Participation rate | 90.0% | 82.0%+8.0pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | 3.05% | 6782.58%-6779.5pp | 4394.89%-4391.8pp | 417.96%-414.9pp |
| Employer contribution / active EE | $2,497 | $4,400-43.3% | $3,769-33.7% | $4,740-47.3% |
| Participant deferral / active EE | $2,850 | $7,246-60.7% | $6,952-59.0% | $6,400-55.5% |
| Admin fee / account holder | $1,259 | $8,371-85.0% | $6,731-81.3% | $11,426-89.0% |