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 | $13,339 | $29,660-55.0% | $56,411-76.4% | $80,856-83.5% |
| Participation rate | 71.4% | 41.6%+29.8pp | 52.5%+19.0pp | 67.6%+3.8pp |
| Annual return | 21.26% | 35.23%-14.0pp | 1701.33%-1680.1pp | 35.59%-14.3pp |
| Employer contribution / active EE | $1,062 | $669+58.7% | $1,039+2.3% | $2,755-61.4% |
| Participant deferral / active EE | $2,780 | $1,226+126.7% | $1,952+42.4% | $4,296-35.3% |
| Admin fee / account holder | $721 | $2,428-70.3% | $2,829-74.5% | $6,918-89.6% |