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 7-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 | $23,960 | $124,281-80.7% | $109,143-78.0% | $167,490-85.7% |
| Participation rate | 81.0% | 79.4%+1.5pp | 75.9%+5.1pp | 82.1%-1.2pp |
| Annual return | 56.19% | 26.04%+30.1pp | 25.75%+30.4pp | 478.56%-422.4pp |
| Employer contribution / active EE | $1,552 | $4,207-63.1% | $3,722-58.3% | $4,837-67.9% |
| Participant deferral / active EE | $3,534 | $5,255-32.8% | $4,653-24.1% | $6,341-44.3% |
| Admin fee / account holder | $538 | $7,970-93.3% | $6,752-92.0% | $12,309-95.6% |