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 7-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 | $9,342 | $88,751-89.5% | $81,812-88.6% | $145,922-93.6% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 22.17% | 1025.40%-1003.2pp | 773.79%-751.6pp | 561.29%-539.1pp |
| Employer contribution / active EE | $3,661 | $3,083+18.7% | $2,912+25.7% | $4,660-21.4% |
| Participant deferral / active EE | $3,661 | $4,643-21.1% | $4,319-15.2% | $6,688-45.3% |
| Admin fee / account holder | $337 | $8,415-96.0% | $7,386-95.4% | $13,397-97.5% |