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 | $11,030 | $99,877-89.0% | $84,966-87.0% | $145,922-92.4% |
| Participation rate | 89.5% | 74.1%+15.4pp | 67.5%+22.0pp | 80.3%+9.2pp |
| Annual return | 36.07% | 83.76%-47.7pp | 66.38%-30.3pp | 561.29%-525.2pp |
| Employer contribution / active EE | $2,610 | $3,231-19.2% | $2,727-4.3% | $4,660-44.0% |
| Participant deferral / active EE | $4,322 | $5,291-18.3% | $4,519-4.4% | $6,688-35.4% |
| Admin fee / account holder | $591 | $7,248-91.8% | $6,149-90.4% | $13,397-95.6% |