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 | $14,506 | $158,398-90.8% | $126,539-88.5% | $142,382-89.8% |
| Participation rate | 92.9% | 75.8%+17.1pp | 69.8%+23.0pp | 80.1%+12.7pp |
| Annual return | 146.03% | 593.76%-447.7pp | 425.95%-279.9pp | 217.08%-71.0pp |
| Employer contribution / active EE | $2,230 | $4,650-52.0% | $3,674-39.3% | $4,299-48.1% |
| Participant deferral / active EE | $8,412 | $4,767+76.5% | $4,083+106.0% | $6,507+29.3% |
| Admin fee / account holder | $1,119 | $6,918-83.8% | $6,065-81.5% | $12,624-91.1% |