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 | $19,743 | $159,901-87.7% | $146,958-86.6% | $145,922-86.5% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 26.06% | 98.13%-72.1pp | 418.34%-392.3pp | 561.29%-535.2pp |
| Employer contribution / active EE | $2,557 | $5,286-51.6% | $4,933-48.2% | $4,660-45.1% |
| Participant deferral / active EE | $3,692 | $8,428-56.2% | $8,070-54.2% | $6,688-44.8% |
| Admin fee / account holder | $447 | $15,044-97.0% | $12,998-96.6% | $13,397-96.7% |