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 6-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 | $18,988 | $70,756-73.2% | $65,493-71.0% | $142,382-86.7% |
| Participation rate | 86.4% | 77.4%+9.0pp | 73.1%+13.3pp | 80.1%+6.2pp |
| Annual return | 15.39% | 1754.89%-1739.5pp | 982.45%-967.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,567 | $2,881-45.6% | $2,574-39.1% | $4,299-63.5% |
| Participant deferral / active EE | $1,592 | $4,637-65.7% | $3,961-59.8% | $6,507-75.5% |
| Admin fee / account holder | $2,410 | $6,559-63.2% | $5,028-52.1% | $12,624-80.9% |