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 5-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 | $20,580 | $62,573-67.1% | $85,682-76.0% | $85,850-76.0% |
| Participation rate | 92.0% | 61.1%+30.9pp | 69.9%+22.1pp | 69.3%+22.7pp |
| Annual return | 79.23% | 23.77%+55.5pp | 21.49%+57.7pp | 318.53%-239.3pp |
| Employer contribution / active EE | $2,755 | $1,757+56.8% | $2,618+5.2% | $2,565+7.4% |
| Participant deferral / active EE | $8,787 | $2,802+213.6% | $3,923+124.0% | $3,952+122.4% |
| Admin fee / account holder | $2,105 | $4,640-54.6% | $6,873-69.4% | $6,260-66.4% |