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 8-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 | $20,936 | $110,502-81.1% | $80,716-74.1% | $167,490-87.5% |
| Participation rate | 91.7% | 64.0%+27.7pp | 54.2%+37.5pp | 82.1%+9.6pp |
| Annual return | 16.31% | 120.54%-104.2pp | 87.28%-71.0pp | 478.56%-462.2pp |
| Employer contribution / active EE | $1,679 | $1,543+8.8% | $1,160+44.7% | $4,837-65.3% |
| Participant deferral / active EE | $3,605 | $2,871+25.6% | $2,146+68.0% | $6,341-43.1% |
| Admin fee / account holder | $2,073 | $4,545-54.4% | $3,380-38.7% | $12,309-83.2% |