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 9-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 | $16,233 | $107,934-85.0% | $91,989-82.4% | $152,861-89.4% |
| Participation rate | 87.5% | 81.2%+6.3pp | 78.6%+8.9pp | 82.4%+5.1pp |
| Annual return | 126.76% | 89.24%+37.5pp | 69.02%+57.7pp | 345.32%-218.6pp |
| Employer contribution / active EE | $1,259 | $4,210-70.1% | $3,452-63.5% | $4,762-73.6% |
| Participant deferral / active EE | $2,285 | $6,364-64.1% | $5,923-61.4% | $5,850-60.9% |
| Admin fee / account holder | $2,433 | $10,520-76.9% | $7,743-68.6% | $11,596-79.0% |