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 | $7,416 | $99,877-92.6% | $84,966-91.3% | $145,922-94.9% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 15.14% | 83.76%-68.6pp | 66.38%-51.2pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,966 | $3,231-39.2% | $2,727-27.9% | $4,660-57.8% |
| Participant deferral / active EE | $6,664 | $5,291+26.0% | $4,519+47.5% | $6,688-0.3% |
| Admin fee / account holder | $398 | $7,248-94.5% | $6,149-93.5% | $13,397-97.0% |