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 | $12,662 | $158,398-92.0% | $126,539-90.0% | $142,382-91.1% |
| Participation rate | 91.7% | 75.8%+15.9pp | 69.8%+21.8pp | 80.1%+11.5pp |
| Annual return | 21.80% | 593.76%-572.0pp | 425.95%-404.1pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,526 | $4,650-67.2% | $3,674-58.5% | $4,299-64.5% |
| Participant deferral / active EE | $1,806 | $4,767-62.1% | $4,083-55.8% | $6,507-72.3% |
| Admin fee / account holder | $494 | $6,918-92.9% | $6,065-91.9% | $12,624-96.1% |