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 10-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 | $18,907 | $109,817-82.8% | $98,442-80.8% | $167,490-88.7% |
| Participation rate | 73.3% | 75.8%-2.5pp | 73.3%0pp | 82.1%-8.8pp |
| Annual return | 13.06% | 1956.69%-1943.6pp | 1492.73%-1479.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $3,618 | $3,224+12.2% | $2,960+22.2% | $4,837-25.2% |
| Participant deferral / active EE | $1,950 | $4,673-58.3% | $4,276-54.4% | $6,341-69.3% |
| Admin fee / account holder | $6,987 | $6,753+3.5% | $5,949+17.4% | $12,309-43.2% |