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 7-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 | $27,616 | $72,400-61.9% | $67,502-59.1% | $145,922-81.1% |
| Participation rate | 85.7% | 76.9%+8.9pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 14.64% | 7182.46%-7167.8pp | 3512.12%-3497.5pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,198 | $3,069-61.0% | $2,731-56.1% | $4,660-74.3% |
| Participant deferral / active EE | $5,116 | $4,783+7.0% | $4,000+27.9% | $6,688-23.5% |
| Admin fee / account holder | $1,527 | $5,539-72.4% | $3,998-61.8% | $13,397-88.6% |