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 4-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 | $18,505 | $65,561-71.8% | $86,188-78.5% | $75,163-75.4% |
| Participation rate | 85.0% | 60.5%+24.5pp | 69.0%+16.0pp | 67.2%+17.8pp |
| Annual return | 44.88% | 46.05%-1.2pp | 1168.45%-1123.6pp | 160.62%-115.7pp |
| Employer contribution / active EE | $4,048 | $1,553+160.7% | $2,380+70.1% | $2,670+51.6% |
| Participant deferral / active EE | $8,638 | $3,024+185.7% | $3,985+116.7% | $4,125+109.4% |
| Admin fee / account holder | $1,130 | $5,474-79.4% | $6,852-83.5% | $5,651-80.0% |