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 | $15,209 | $158,398-90.4% | $126,539-88.0% | $142,382-89.3% |
| Participation rate | 88.9% | 75.8%+13.1pp | 69.8%+19.1pp | 80.1%+8.8pp |
| Annual return | 18.16% | 593.76%-575.6pp | 425.95%-407.8pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,625 | $4,650-65.1% | $3,674-55.8% | $4,299-62.2% |
| Participant deferral / active EE | $2,133 | $4,767-55.2% | $4,083-47.7% | $6,507-67.2% |
| Admin fee / account holder | $1,421 | $6,918-79.5% | $6,065-76.6% | $12,624-88.7% |