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 7-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 | $20,411 | $109,327-81.3% | $89,391-77.2% | $158,922-87.2% |
| Participation rate | 81.8% | 74.3%+7.6pp | 68.0%+13.8pp | 82.0%-0.1pp |
| Annual return | 10.86% | 345.68%-334.8pp | 245.62%-234.8pp | 302.83%-292.0pp |
| Employer contribution / active EE | $2,769 | $3,170-12.6% | $2,586+7.1% | $4,761-41.8% |
| Participant deferral / active EE | $3,638 | $4,598-20.9% | $3,890-6.5% | $5,982-39.2% |
| Admin fee / account holder | $5,743 | $6,153-6.7% | $4,881+17.7% | $11,246-48.9% |