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 | $17,179 | $210,648-91.8% | $177,989-90.3% | $145,922-88.2% |
| Participation rate | 82.6% | 80.8%+1.8pp | 77.1%+5.5pp | 80.3%+2.3pp |
| Annual return | 12.24% | 385.86%-373.6pp | 294.48%-282.2pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,539 | $4,565-44.4% | $3,949-35.7% | $4,660-45.5% |
| Participant deferral / active EE | $3,834 | $6,958-44.9% | $6,276-38.9% | $6,688-42.7% |
| Admin fee / account holder | $9,333 | $12,013-22.3% | $10,363-9.9% | $13,397-30.3% |