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 | $16,589 | $96,305-82.8% | $80,569-79.4% | $139,434-88.1% |
| Participation rate | 85.0% | 73.6%+11.4pp | 67.0%+18.0pp | 80.3%+4.7pp |
| Annual return | 26.21% | 1350.08%-1323.9pp | 935.43%-909.2pp | 372.94%-346.7pp |
| Employer contribution / active EE | $1,679 | $3,262-48.5% | $2,723-38.4% | $4,751-64.7% |
| Participant deferral / active EE | $5,243 | $5,232+0.2% | $4,447+17.9% | $6,710-21.9% |
| Admin fee / account holder | $518 | $6,599-92.1% | $5,377-90.4% | $11,403-95.5% |