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 | $28,740 | $102,317-71.9% | $146,958-80.4% | $80,856-64.5% |
| Participation rate | 79.4% | 75.8%+3.6pp | 82.2%-2.7pp | 67.6%+11.8pp |
| Annual return | 41.80% | 134.76%-93.0pp | 418.34%-376.5pp | 35.59%+6.2pp |
| Employer contribution / active EE | $3,062 | $3,713-17.5% | $4,933-37.9% | $2,755+11.2% |
| Participant deferral / active EE | $6,127 | $6,644-7.8% | $8,070-24.1% | $4,296+42.6% |
| Admin fee / account holder | $562 | $7,941-92.9% | $12,998-95.7% | $6,918-91.9% |