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 | $23,363 | $111,724-79.1% | $93,606-75.0% | $145,922-84.0% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 20.31% | 202.98%-182.7pp | 133.20%-112.9pp | 561.29%-541.0pp |
| Employer contribution / active EE | $2,436 | $3,090-21.2% | $2,420+0.7% | $4,660-47.7% |
| Participant deferral / active EE | $4,027 | $4,912-18.0% | $4,411-8.7% | $6,688-39.8% |
| Admin fee / account holder | $2,748 | $10,250-73.2% | $8,285-66.8% | $13,397-79.5% |