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 | $19,631 | $169,032-88.4% | $129,207-84.8% | $145,922-86.5% |
| Participation rate | 88.9% | 76.4%+12.4pp | 69.6%+19.3pp | 80.3%+8.6pp |
| Annual return | 15.47% | 14330.11%-14314.6pp | 9417.33%-9401.9pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,964 | $5,537-46.5% | $4,153-28.6% | $4,660-36.4% |
| Participant deferral / active EE | $3,376 | $4,987-32.3% | $4,168-19.0% | $6,688-49.5% |
| Admin fee / account holder | $1,761 | $9,954-82.3% | $7,715-77.2% | $13,397-86.9% |