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 | $18,862 | $82,664-77.2% | $125,339-85.0% | $68,494-72.5% |
| Participation rate | 92.6% | 75.0%+17.6pp | 82.4%+10.2pp | 67.9%+24.7pp |
| Annual return | 19.68% | -5.97%+25.6pp | 572.05%-552.4pp | -7.84%+27.5pp |
| Employer contribution / active EE | $5,007 | $3,381+48.1% | $4,814+4.0% | $2,596+92.9% |
| Participant deferral / active EE | $8,569 | $6,110+40.2% | $7,446+15.1% | $4,027+112.8% |
| Admin fee / account holder | $701 | $6,275-88.8% | $10,010-93.0% | $5,403-87.0% |