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 | $7,757 | $74,888-89.6% | $71,209-89.1% | $142,382-94.6% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 23.37% | 345.14%-321.8pp | 282.51%-259.1pp | 217.08%-193.7pp |
| Employer contribution / active EE | $913 | $2,854-68.0% | $2,721-66.4% | $4,299-78.8% |
| Participant deferral / active EE | $1,706 | $4,454-61.7% | $4,175-59.1% | $6,507-73.8% |
| Admin fee / account holder | $404 | $5,568-92.7% | $5,349-92.5% | $12,624-96.8% |