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 7-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 | $15,855 | $88,751-82.1% | $81,812-80.6% | $145,922-89.1% |
| Participation rate | 94.7% | 75.0%+19.7pp | 72.3%+22.4pp | 80.3%+14.5pp |
| Annual return | 16.38% | 1025.40%-1009.0pp | 773.79%-757.4pp | 561.29%-544.9pp |
| Employer contribution / active EE | $3,513 | $3,083+13.9% | $2,912+20.6% | $4,660-24.6% |
| Participant deferral / active EE | $6,785 | $4,643+46.1% | $4,319+57.1% | $6,688+1.5% |
| Admin fee / account holder | $1,153 | $8,415-86.3% | $7,386-84.4% | $13,397-91.4% |