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 6-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 | $14,371 | $96,635-85.1% | $86,612-83.4% | $139,434-89.7% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 20.74% | 106.41%-85.7pp | 591.07%-570.3pp | 372.94%-352.2pp |
| Employer contribution / active EE | $2,766 | $3,263-15.2% | $3,022-8.5% | $4,751-41.8% |
| Participant deferral / active EE | $2,891 | $4,836-40.2% | $4,438-34.9% | $6,710-56.9% |
| Admin fee / account holder | $648 | $6,408-89.9% | $5,614-88.5% | $11,403-94.3% |