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 5-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 | $12,999 | $102,604-87.3% | $86,188-84.9% | $139,434-90.7% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 26.34% | 1922.51%-1896.2pp | 1168.45%-1142.1pp | 372.94%-346.6pp |
| Employer contribution / active EE | $1,681 | $3,032-44.6% | $2,380-29.4% | $4,751-64.6% |
| Participant deferral / active EE | $3,146 | $4,676-32.7% | $3,985-21.1% | $6,710-53.1% |
| Admin fee / account holder | $315 | $8,657-96.4% | $6,852-95.4% | $11,403-97.2% |