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 5-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 | $11,200 | $54,705-79.5% | $71,209-84.3% | $84,808-86.8% |
| Participation rate | 78.6% | 64.1%+14.5pp | 73.8%+4.8pp | 68.3%+10.3pp |
| Annual return | 55.35% | 35.90%+19.4pp | 282.51%-227.2pp | 40.90%+14.4pp |
| Employer contribution / active EE | $543 | $2,158-74.8% | $2,721-80.0% | $2,631-79.4% |
| Participant deferral / active EE | $708 | $3,030-76.6% | $4,175-83.0% | $4,212-83.2% |
| Admin fee / account holder | $625 | $4,863-87.1% | $5,349-88.3% | $7,344-91.5% |