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 3-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 | $12,632 | $158,398-92.0% | $126,539-90.0% | $142,382-91.1% |
| Participation rate | 80.0% | 75.8%+4.2pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 22.84% | 593.76%-570.9pp | 425.95%-403.1pp | 217.08%-194.2pp |
| Employer contribution / active EE | $1,415 | $4,650-69.6% | $3,674-61.5% | $4,299-67.1% |
| Participant deferral / active EE | $2,973 | $4,767-37.6% | $4,083-27.2% | $6,507-54.3% |
| Admin fee / account holder | $737 | $6,918-89.3% | $6,065-87.8% | $12,624-94.2% |