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 9-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 | $19,593 | $110,809-82.3% | $86,874-77.4% | $167,490-88.3% |
| Participation rate | 75.0% | 75.8%-0.8pp | 71.6%+3.4pp | 82.1%-7.1pp |
| Annual return | 15.50% | 116.98%-101.5pp | 63.52%-48.0pp | 478.56%-463.1pp |
| Employer contribution / active EE | $1,545 | $3,244-52.4% | $2,495-38.1% | $4,837-68.1% |
| Participant deferral / active EE | $2,091 | $4,546-54.0% | $3,699-43.5% | $6,341-67.0% |
| Admin fee / account holder | $1,595 | $8,415-81.0% | $5,828-72.6% | $12,309-87.0% |