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 | $17,631 | $54,705-67.8% | $71,209-75.2% | $84,808-79.2% |
| Participation rate | 95.6% | 64.1%+31.5pp | 73.8%+21.8pp | 68.3%+27.2pp |
| Annual return | 34.27% | 35.90%-1.6pp | 282.51%-248.2pp | 40.90%-6.6pp |
| Employer contribution / active EE | $1,475 | $2,158-31.7% | $2,721-45.8% | $2,631-43.9% |
| Participant deferral / active EE | $4,131 | $3,030+36.3% | $4,175-1.1% | $4,212-1.9% |
| Admin fee / account holder | $902 | $4,863-81.5% | $5,349-83.1% | $7,344-87.7% |