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 5-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 | $15,125 | $81,625-81.5% | $58,482-74.1% | $139,434-89.2% |
| Participation rate | 78.6% | 61.3%+17.2pp | 50.9%+27.7pp | 80.3%-1.7pp |
| Annual return | 21.36% | 7404.20%-7382.8pp | 4239.32%-4218.0pp | 372.94%-351.6pp |
| Employer contribution / active EE | $1,490 | $1,398+6.5% | $1,053+41.4% | $4,751-68.6% |
| Participant deferral / active EE | $4,401 | $2,557+72.2% | $1,924+128.8% | $6,710-34.4% |
| Admin fee / account holder | $743 | $3,265-77.2% | $2,516-70.5% | $11,403-93.5% |