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 10-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 | $15,859 | $96,305-83.5% | $80,569-80.3% | $139,434-88.6% |
| Participation rate | 72.7% | 73.6%-0.9pp | 67.0%+5.7pp | 80.3%-7.6pp |
| Annual return | 17.99% | 1350.08%-1332.1pp | 935.43%-917.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $1,812 | $3,262-44.5% | $2,723-33.5% | $4,751-61.9% |
| Participant deferral / active EE | $1,743 | $5,232-66.7% | $4,447-60.8% | $6,710-74.0% |
| Admin fee / account holder | $7,984 | $6,599+21.0% | $5,377+48.5% | $11,403-30.0% |