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 | $20,659 | $158,398-87.0% | $126,539-83.7% | $142,382-85.5% |
| Participation rate | 87.5% | 75.8%+11.7pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 22.02% | 593.76%-571.7pp | 425.95%-403.9pp | 217.08%-195.1pp |
| Employer contribution / active EE | $1,394 | $4,650-70.0% | $3,674-62.1% | $4,299-67.6% |
| Participant deferral / active EE | $2,604 | $4,767-45.4% | $4,083-36.2% | $6,507-60.0% |
| Admin fee / account holder | $345 | $6,918-95.0% | $6,065-94.3% | $12,624-97.3% |