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 | $11,505 | $158,398-92.7% | $126,539-90.9% | $142,382-91.9% |
| Participation rate | 88.2% | 75.8%+12.4pp | 69.8%+18.4pp | 80.1%+8.1pp |
| Annual return | 16.19% | 593.76%-577.6pp | 425.95%-409.8pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,994 | $4,650-57.1% | $3,674-45.7% | $4,299-53.6% |
| Participant deferral / active EE | $3,579 | $4,767-24.9% | $4,083-12.3% | $6,507-45.0% |
| Admin fee / account holder | $7,205 | $6,918+4.1% | $6,065+18.8% | $12,624-42.9% |