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 | $17,150 | $74,888-77.1% | $71,209-75.9% | $142,382-88.0% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 44.51% | 345.14%-300.6pp | 282.51%-238.0pp | 217.08%-172.6pp |
| Employer contribution / active EE | $2,876 | $2,854+0.8% | $2,721+5.7% | $4,299-33.1% |
| Participant deferral / active EE | $11,339 | $4,454+154.6% | $4,175+171.6% | $6,507+74.3% |
| Admin fee / account holder | $575 | $5,568-89.7% | $5,349-89.3% | $12,624-95.4% |