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 | $13,794 | $100,773-86.3% | $88,946-84.5% | $142,382-90.3% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 87.55% | 70.18%+17.4pp | 57.82%+29.7pp | 217.08%-129.5pp |
| Employer contribution / active EE | $3,266 | $2,918+11.9% | $2,555+27.8% | $4,299-24.0% |
| Participant deferral / active EE | $4,776 | $5,230-8.7% | $4,581+4.2% | $6,507-26.6% |
| Admin fee / account holder | $6,492 | $9,693-33.0% | $8,261-21.4% | $12,624-48.6% |