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 | $12,160 | $88,751-86.3% | $81,812-85.1% | $145,922-91.7% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 16.35% | 1025.40%-1009.0pp | 773.79%-757.4pp | 561.29%-544.9pp |
| Employer contribution / active EE | $561 | $3,083-81.8% | $2,912-80.7% | $4,660-88.0% |
| Participant deferral / active EE | $1,713 | $4,643-63.1% | $4,319-60.3% | $6,688-74.4% |
| Admin fee / account holder | $1,461 | $8,415-82.6% | $7,386-80.2% | $13,397-89.1% |