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 4-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 | $21,736 | $159,901-86.4% | $146,958-85.2% | $145,922-85.1% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 23.65% | 98.13%-74.5pp | 418.34%-394.7pp | 561.29%-537.6pp |
| Employer contribution / active EE | $2,093 | $5,286-60.4% | $4,933-57.6% | $4,660-55.1% |
| Participant deferral / active EE | $6,690 | $8,428-20.6% | $8,070-17.1% | $6,6880% |
| Admin fee / account holder | $387 | $15,044-97.4% | $12,998-97.0% | $13,397-97.1% |