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 | $35,985 | $111,754-67.8% | $103,333-65.2% | $145,922-75.3% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 56.96% | 24.77%+32.2pp | 24.88%+32.1pp | 561.29%-504.3pp |
| Employer contribution / active EE | $7,975 | $4,212+89.3% | $3,868+106.2% | $4,660+71.2% |
| Participant deferral / active EE | $5,796 | $5,619+3.2% | $5,057+14.6% | $6,688-13.3% |
| Admin fee / account holder | $616 | $9,750-93.7% | $8,355-92.6% | $13,397-95.4% |