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 | $10,520 | $82,286-87.2% | $68,791-84.7% | $134,475-92.2% |
| Participation rate | 90.0% | 75.1%+14.9pp | 69.0%+21.0pp | 81.2%+8.8pp |
| Annual return | 390.02% | -2.19%+392.2pp | -6.38%+396.4pp | 417.96%-27.9pp |
| Employer contribution / active EE | $3,480 | $3,301+5.4% | $2,655+31.1% | $4,740-26.6% |
| Participant deferral / active EE | $7,248 | $4,739+53.0% | $3,941+83.9% | $6,400+13.3% |
| Admin fee / account holder | $2,269 | $6,481-65.0% | $4,932-54.0% | $11,426-80.1% |