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 4-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 | $18,522 | $111,724-83.4% | $93,606-80.2% | $145,922-87.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 13.15% | 202.98%-189.8pp | 133.20%-120.0pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,618 | $3,090-47.6% | $2,420-33.1% | $4,660-65.3% |
| Participant deferral / active EE | $2,735 | $4,912-44.3% | $4,411-38.0% | $6,688-59.1% |
| Admin fee / account holder | $1,105 | $10,250-89.2% | $8,285-86.7% | $13,397-91.8% |