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 | $13,046 | $96,635-86.5% | $86,612-84.9% | $139,434-90.6% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 18.04% | 106.41%-88.4pp | 591.07%-573.0pp | 372.94%-354.9pp |
| Employer contribution / active EE | $1,323 | $3,263-59.5% | $3,022-56.2% | $4,751-72.2% |
| Participant deferral / active EE | $1,323 | $4,836-72.6% | $4,438-70.2% | $6,710-80.3% |
| Admin fee / account holder | $1,188 | $6,408-81.5% | $5,614-78.8% | $11,403-89.6% |