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 | $25,229 | $158,398-84.1% | $126,539-80.1% | $142,382-82.3% |
| Participation rate | 85.7% | 75.8%+9.9pp | 69.8%+15.9pp | 80.1%+5.6pp |
| Annual return | 21.24% | 593.76%-572.5pp | 425.95%-404.7pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,712 | $4,650-63.2% | $3,674-53.4% | $4,299-60.2% |
| Participant deferral / active EE | $6,011 | $4,767+26.1% | $4,083+47.2% | $6,507-7.6% |
| Admin fee / account holder | $1,484 | $6,918-78.5% | $6,065-75.5% | $12,624-88.2% |