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 | $17,855 | $105,126-83.0% | $94,646-81.1% | $139,434-87.2% |
| Participation rate | 83.3% | 82.4%+1.0pp | 80.8%+2.5pp | 80.3%+3.0pp |
| Annual return | 34.41% | 38.03%-3.6pp | 156.71%-122.3pp | 372.94%-338.5pp |
| Employer contribution / active EE | $5,939 | $4,106+44.7% | $3,672+61.7% | $4,751+25.0% |
| Participant deferral / active EE | $6,946 | $7,599-8.6% | $7,418-6.4% | $6,710+3.5% |
| Admin fee / account holder | $14,110 | $8,984+57.1% | $7,231+95.1% | $11,403+23.7% |