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 4-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 | $12,229 | $109,982-88.9% | $97,226-87.4% | $145,922-91.6% |
| Participation rate | 91.7% | 75.9%+15.7pp | 72.7%+19.0pp | 80.3%+11.4pp |
| Annual return | 16.51% | 242.90%-226.4pp | 75.13%-58.6pp | 561.29%-544.8pp |
| Employer contribution / active EE | $2,557 | $3,084-17.1% | $2,729-6.3% | $4,660-45.1% |
| Participant deferral / active EE | $2,578 | $4,676-44.9% | $4,264-39.5% | $6,688-61.4% |
| Admin fee / account holder | $322 | $6,221-94.8% | $5,654-94.3% | $13,397-97.6% |