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 | $22,555 | $99,877-77.4% | $84,966-73.5% | $145,922-84.5% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 15.64% | 83.76%-68.1pp | 66.38%-50.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,954 | $3,231-39.5% | $2,727-28.3% | $4,660-58.1% |
| Participant deferral / active EE | $3,863 | $5,291-27.0% | $4,519-14.5% | $6,688-42.2% |
| Admin fee / account holder | $1,666 | $7,248-77.0% | $6,149-72.9% | $13,397-87.6% |