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 | $11,103 | $102,604-89.2% | $86,188-87.1% | $139,434-92.0% |
| Participation rate | 81.0% | 74.5%+6.5pp | 69.0%+12.0pp | 80.3%+0.6pp |
| Annual return | 16.23% | 1922.51%-1906.3pp | 1168.45%-1152.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $1,411 | $3,032-53.5% | $2,380-40.7% | $4,751-70.3% |
| Participant deferral / active EE | $2,465 | $4,676-47.3% | $3,985-38.2% | $6,710-63.3% |
| Admin fee / account holder | $825 | $8,657-90.5% | $6,852-88.0% | $11,403-92.8% |