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 3-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 | $13,313 | $158,398-91.6% | $126,539-89.5% | $142,382-90.6% |
| Participation rate | 80.0% | 75.8%+4.2pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 19.86% | 593.76%-573.9pp | 425.95%-406.1pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,973 | $4,650-36.1% | $3,674-19.1% | $4,299-30.9% |
| Participant deferral / active EE | $6,641 | $4,767+39.3% | $4,083+62.7% | $6,507+2.1% |
| Admin fee / account holder | $4,095 | $6,918-40.8% | $6,065-32.5% | $12,624-67.6% |