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 | $11,629 | $100,773-88.5% | $88,946-86.9% | $142,382-91.8% |
| Participation rate | 81.8% | 74.3%+7.5pp | 68.8%+13.0pp | 80.1%+1.7pp |
| Annual return | 25.29% | 70.18%-44.9pp | 57.82%-32.5pp | 217.08%-191.8pp |
| Employer contribution / active EE | $2,741 | $2,918-6.1% | $2,555+7.3% | $4,299-36.3% |
| Participant deferral / active EE | $4,218 | $5,230-19.4% | $4,581-7.9% | $6,507-35.2% |
| Admin fee / account holder | $535 | $9,693-94.5% | $8,261-93.5% | $12,624-95.8% |