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 3-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 | $26,163 | $74,888-65.1% | $71,209-63.3% | $142,382-81.6% |
| Participation rate | 95.7% | 76.2%+19.4pp | 73.8%+21.9pp | 80.1%+15.5pp |
| Annual return | 54.66% | 345.14%-290.5pp | 282.51%-227.9pp | 217.08%-162.4pp |
| Employer contribution / active EE | $3,521 | $2,854+23.4% | $2,721+29.4% | $4,299-18.1% |
| Participant deferral / active EE | $6,321 | $4,454+41.9% | $4,175+51.4% | $6,507-2.9% |
| Admin fee / account holder | $818 | $5,568-85.3% | $5,349-84.7% | $12,624-93.5% |