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 | $15,569 | $99,877-84.4% | $84,966-81.7% | $145,922-89.3% |
| Participation rate | 84.2% | 74.1%+10.1pp | 67.5%+16.7pp | 80.3%+3.9pp |
| Annual return | 34.52% | 83.76%-49.2pp | 66.38%-31.9pp | 561.29%-526.8pp |
| Employer contribution / active EE | $7,001 | $3,231+116.7% | $2,727+156.7% | $4,660+50.3% |
| Participant deferral / active EE | $7,179 | $5,291+35.7% | $4,519+58.9% | $6,688+7.3% |
| Admin fee / account holder | $1,667 | $7,248-77.0% | $6,149-72.9% | $13,397-87.6% |