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 3-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 | $9,463 | $96,635-90.2% | $86,612-89.1% | $139,434-93.2% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 25.51% | 106.41%-80.9pp | 591.07%-565.6pp | 372.94%-347.4pp |
| Employer contribution / active EE | $2,094 | $3,263-35.8% | $3,022-30.7% | $4,751-55.9% |
| Participant deferral / active EE | $4,069 | $4,836-15.9% | $4,438-8.3% | $6,710-39.4% |
| Admin fee / account holder | $490 | $6,408-92.4% | $5,614-91.3% | $11,403-95.7% |