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 | $15,675 | $158,398-90.1% | $126,539-87.6% | $142,382-89.0% |
| Participation rate | 83.3% | 75.8%+7.5pp | 69.8%+13.5pp | 80.1%+3.2pp |
| Annual return | 19.75% | 593.76%-574.0pp | 425.95%-406.2pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,025 | $4,650-56.4% | $3,674-44.9% | $4,299-52.9% |
| Participant deferral / active EE | $2,025 | $4,767-57.5% | $4,083-50.4% | $6,507-68.9% |
| Admin fee / account holder | $1,066 | $6,918-84.6% | $6,065-82.4% | $12,624-91.6% |