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 | $12,170 | $111,724-89.1% | $93,606-87.0% | $145,922-91.7% |
| Participation rate | 91.7% | 74.2%+17.5pp | 68.7%+22.9pp | 80.3%+11.4pp |
| Annual return | 66.48% | 202.98%-136.5pp | 133.20%-66.7pp | 561.29%-494.8pp |
| Employer contribution / active EE | $1,954 | $3,090-36.8% | $2,420-19.3% | $4,660-58.1% |
| Participant deferral / active EE | $2,444 | $4,912-50.2% | $4,411-44.6% | $6,688-63.5% |
| Admin fee / account holder | $1,907 | $10,250-81.4% | $8,285-77.0% | $13,397-85.8% |