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 | $9,482 | $70,606-86.6% | $53,898-82.4% | $142,382-93.3% |
| Participation rate | 83.3% | 63.7%+19.6pp | 55.0%+28.4pp | 80.1%+3.2pp |
| Annual return | 14.35% | 619.81%-605.5pp | 528.60%-514.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,957 | $1,202+62.8% | $932+109.9% | $4,299-54.5% |
| Participant deferral / active EE | $6,840 | $2,364+189.4% | $1,826+274.6% | $6,507+5.1% |
| Admin fee / account holder | $6,168 | $2,852+116.3% | $2,491+147.6% | $12,624-51.1% |