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 | $12,650 | $70,756-82.1% | $65,493-80.7% | $142,382-91.1% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.1%-5.1pp |
| Annual return | 16.73% | 1754.89%-1738.2pp | 982.45%-965.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $773 | $2,881-73.2% | $2,574-70.0% | $4,299-82.0% |
| Participant deferral / active EE | $2,059 | $4,637-55.6% | $3,961-48.0% | $6,507-68.4% |
| Admin fee / account holder | $682 | $6,559-89.6% | $5,028-86.4% | $12,624-94.6% |