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 5-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 | $12,014 | $96,635-87.6% | $86,612-86.1% | $139,434-91.4% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 23.87% | 106.41%-82.5pp | 591.07%-567.2pp | 372.94%-349.1pp |
| Employer contribution / active EE | $2,224 | $3,263-31.9% | $3,022-26.4% | $4,751-53.2% |
| Participant deferral / active EE | $2,550 | $4,836-47.3% | $4,438-42.5% | $6,710-62.0% |
| Admin fee / account holder | $2,238 | $6,408-65.1% | $5,614-60.1% | $11,403-80.4% |