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 6-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 | $21,805 | $77,145-71.7% | $108,410-79.9% | $85,850-74.6% |
| Participation rate | 89.6% | 74.7%+14.9pp | 80.1%+9.5pp | 69.3%+20.3pp |
| Annual return | 30.60% | 44.54%-13.9pp | 905.27%-874.7pp | 318.53%-287.9pp |
| Employer contribution / active EE | $2,553 | $2,379+7.3% | $3,558-28.2% | $2,565-0.5% |
| Participant deferral / active EE | $6,182 | $5,566+11.1% | $6,563-5.8% | $3,952+56.4% |
| Admin fee / account holder | $1,347 | $5,172-74.0% | $7,295-81.5% | $6,260-78.5% |