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 4-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 | $27,813 | $90,348-69.2% | $75,972-63.4% | $145,922-80.9% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.1%+18.4pp | 80.3%+7.2pp |
| Annual return | 16.51% | 620.88%-604.4pp | 359.55%-343.0pp | 561.29%-544.8pp |
| Employer contribution / active EE | $3,048 | $3,311-7.9% | $2,685+13.5% | $4,660-34.6% |
| Participant deferral / active EE | $7,554 | $5,162+46.4% | $4,255+77.5% | $6,688+13.0% |
| Admin fee / account holder | $337 | $8,467-96.0% | $6,467-94.8% | $13,397-97.5% |