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 5-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 | $19,218 | $88,751-78.3% | $81,812-76.5% | $145,922-86.8% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.3%+21.0pp | 80.3%+13.1pp |
| Annual return | 15.41% | 1025.40%-1010.0pp | 773.79%-758.4pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,793 | $3,083-41.8% | $2,912-38.4% | $4,660-61.5% |
| Participant deferral / active EE | $4,855 | $4,643+4.6% | $4,319+12.4% | $6,688-27.4% |
| Admin fee / account holder | $2,788 | $8,415-66.9% | $7,386-62.2% | $13,397-79.2% |