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 | $44,511 | $102,317-56.5% | $146,958-69.7% | $80,856-45.0% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.2%+12.8pp | 67.6%+27.4pp |
| Annual return | 13.47% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $4,388 | $3,713+18.2% | $4,933-11.1% | $2,755+59.3% |
| Participant deferral / active EE | $9,946 | $6,644+49.7% | $8,070+23.3% | $4,296+131.5% |
| Admin fee / account holder | $4,317 | $7,941-45.6% | $12,998-66.8% | $6,918-37.6% |