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 10-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 | $20,253 | $158,398-87.2% | $126,539-84.0% | $142,382-85.8% |
| Participation rate | 91.7% | 75.8%+15.9pp | 69.8%+21.8pp | 80.1%+11.5pp |
| Annual return | 13.73% | 593.76%-580.0pp | 425.95%-412.2pp | 217.08%-203.3pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,241 | $4,767-32.0% | $4,083-20.6% | $6,507-50.2% |
| Admin fee / account holder | $5,922 | $6,918-14.4% | $6,065-2.4% | $12,624-53.1% |