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 | $20,113 | $97,744-79.4% | $103,476-80.6% | $145,922-86.2% |
| Participation rate | 88.2% | 81.1%+7.1pp | 80.5%+7.7pp | 80.3%+8.0pp |
| Annual return | 58.09% | 25.41%+32.7pp | 23.90%+34.2pp | 561.29%-503.2pp |
| Employer contribution / active EE | $3,282 | $4,677-29.8% | $4,672-29.8% | $4,660-29.6% |
| Participant deferral / active EE | $7,919 | $6,603+19.9% | $6,623+19.6% | $6,688+18.4% |
| Admin fee / account holder | $302 | $12,515-97.6% | $9,413-96.8% | $13,397-97.7% |