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 3-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 | $13,666 | $88,751-84.6% | $81,812-83.3% | $145,922-90.6% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 20.30% | 1025.40%-1005.1pp | 773.79%-753.5pp | 561.29%-541.0pp |
| Employer contribution / active EE | $992 | $3,083-67.8% | $2,912-65.9% | $4,660-78.7% |
| Participant deferral / active EE | $3,524 | $4,643-24.1% | $4,319-18.4% | $6,688-47.3% |
| Admin fee / account holder | $2,302 | $8,415-72.6% | $7,386-68.8% | $13,397-82.8% |