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 | $21,577 | $109,982-80.4% | $97,226-77.8% | $145,922-85.2% |
| Participation rate | 87.5% | 75.9%+11.6pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 19.20% | 242.90%-223.7pp | 75.13%-55.9pp | 561.29%-542.1pp |
| Employer contribution / active EE | $1,550 | $3,084-49.8% | $2,729-43.2% | $4,660-66.7% |
| Participant deferral / active EE | $1,799 | $4,676-61.5% | $4,264-57.8% | $6,688-73.1% |
| Admin fee / account holder | $837 | $6,221-86.5% | $5,654-85.2% | $13,397-93.7% |