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 3-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 | $15,184 | $88,751-82.9% | $81,812-81.4% | $145,922-89.6% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 13.12% | 1025.40%-1012.3pp | 773.79%-760.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,161 | $3,083+2.5% | $2,912+8.5% | $4,660-32.2% |
| Participant deferral / active EE | $3,169 | $4,643-31.7% | $4,319-26.6% | $6,688-52.6% |
| Admin fee / account holder | $420 | $8,415-95.0% | $7,386-94.3% | $13,397-96.9% |