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 | $10,580 | $81,625-87.0% | $58,482-81.9% | $139,434-92.4% |
| Participation rate | 90.0% | 61.3%+28.7pp | 50.9%+39.1pp | 80.3%+9.7pp |
| Annual return | 25.39% | 7404.20%-7378.8pp | 4239.32%-4213.9pp | 372.94%-347.6pp |
| Employer contribution / active EE | $2,009 | $1,398+43.7% | $1,053+90.8% | $4,751-57.7% |
| Participant deferral / active EE | $3,048 | $2,557+19.2% | $1,924+58.4% | $6,710-54.6% |
| Admin fee / account holder | $1,125 | $3,265-65.6% | $2,516-55.3% | $11,403-90.1% |