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 4-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 | $18,372 | $57,541-68.1% | $95,745-80.8% | $75,163-75.6% |
| Participation rate | 97.1% | 62.5%+34.5pp | 72.3%+24.8pp | 67.2%+29.9pp |
| Annual return | 724.51% | 34.93%+689.6pp | 28.35%+696.2pp | 160.62%+563.9pp |
| Employer contribution / active EE | $1,955 | $1,808+8.1% | $2,835-31.0% | $2,670-26.8% |
| Participant deferral / active EE | $3,999 | $3,074+30.1% | $4,245-5.8% | $4,125-3.0% |
| Admin fee / account holder | $1,459 | $4,099-64.4% | $5,678-74.3% | $5,651-74.2% |