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 | $24,107 | $102,604-76.5% | $86,188-72.0% | $139,434-82.7% |
| Participation rate | 81.3% | 74.5%+6.8pp | 69.0%+12.3pp | 80.3%+0.9pp |
| Annual return | 26.07% | 1922.51%-1896.4pp | 1168.45%-1142.4pp | 372.94%-346.9pp |
| Employer contribution / active EE | $1,833 | $3,032-39.6% | $2,380-23.0% | $4,751-61.4% |
| Participant deferral / active EE | $5,770 | $4,676+23.4% | $3,985+44.8% | $6,710-14.0% |
| Admin fee / account holder | $1,078 | $8,657-87.5% | $6,852-84.3% | $11,403-90.5% |