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 4-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 | $7,230 | $72,400-90.0% | $67,502-89.3% | $145,922-95.0% |
| Participation rate | 71.4% | 76.9%-5.4pp | 72.9%-1.4pp | 80.3%-8.8pp |
| Annual return | 15.08% | 7182.46%-7167.4pp | 3512.12%-3497.0pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,495 | $3,069-51.3% | $2,731-45.3% | $4,660-67.9% |
| Participant deferral / active EE | $2,920 | $4,783-38.9% | $4,000-27.0% | $6,688-56.3% |
| Admin fee / account holder | $2,961 | $5,539-46.5% | $3,998-25.9% | $13,397-77.9% |