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 | $19,119 | $158,398-87.9% | $126,539-84.9% | $142,382-86.6% |
| Participation rate | 80.0% | 75.8%+4.2pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 20.03% | 593.76%-573.7pp | 425.95%-405.9pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,519 | $4,650-45.8% | $3,674-31.4% | $4,299-41.4% |
| Participant deferral / active EE | $10,575 | $4,767+121.8% | $4,083+159.0% | $6,507+62.5% |
| Admin fee / account holder | $1,344 | $6,918-80.6% | $6,065-77.8% | $12,624-89.4% |