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 9-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 | $22,685 | $115,770-80.4% | $101,248-77.6% | $158,922-85.7% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 15.69% | 56.14%-40.5pp | 46.47%-30.8pp | 302.83%-287.1pp |
| Employer contribution / active EE | $3,590 | $4,175-14.0% | $3,660-1.9% | $4,761-24.6% |
| Participant deferral / active EE | $3,237 | $4,957-34.7% | $4,370-25.9% | $5,982-45.9% |
| Admin fee / account holder | $1,636 | $7,245-77.4% | $5,945-72.5% | $11,246-85.4% |