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 | $15,769 | $99,877-84.2% | $84,966-81.4% | $145,922-89.2% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 64.79% | 83.76%-19.0pp | 66.38%-1.6pp | 561.29%-496.5pp |
| Employer contribution / active EE | $1,460 | $3,231-54.8% | $2,727-46.5% | $4,660-68.7% |
| Participant deferral / active EE | $1,570 | $5,291-70.3% | $4,519-65.3% | $6,688-76.5% |
| Admin fee / account holder | $674 | $7,248-90.7% | $6,149-89.0% | $13,397-95.0% |