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 6-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 | $20,575 | $88,751-76.8% | $81,812-74.9% | $145,922-85.9% |
| Participation rate | 94.4% | 75.0%+19.4pp | 72.3%+22.1pp | 80.3%+14.2pp |
| Annual return | 13.93% | 1025.40%-1011.5pp | 773.79%-759.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,348 | $3,083-23.8% | $2,912-19.4% | $4,660-49.6% |
| Participant deferral / active EE | $3,022 | $4,643-34.9% | $4,319-30.0% | $6,688-54.8% |
| Admin fee / account holder | $1,084 | $8,415-87.1% | $7,386-85.3% | $13,397-91.9% |