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 | $16,450 | $70,756-76.8% | $65,493-74.9% | $142,382-88.4% |
| Participation rate | 76.9% | 77.4%-0.5pp | 73.1%+3.8pp | 80.1%-3.2pp |
| Annual return | 18.24% | 1754.89%-1736.7pp | 982.45%-964.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,340 | $2,881-53.5% | $2,574-48.0% | $4,299-68.8% |
| Participant deferral / active EE | $2,743 | $4,637-40.8% | $3,961-30.7% | $6,507-57.8% |
| Admin fee / account holder | $621 | $6,559-90.5% | $5,028-87.6% | $12,624-95.1% |