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 6-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 | $26,151 | $96,635-72.9% | $86,612-69.8% | $139,434-81.2% |
| Participation rate | 78.6% | 74.4%+4.2pp | 71.7%+6.9pp | 80.3%-1.7pp |
| Annual return | 27.27% | 106.41%-79.1pp | 591.07%-563.8pp | 372.94%-345.7pp |
| Employer contribution / active EE | $2,599 | $3,263-20.3% | $3,022-14.0% | $4,751-45.3% |
| Participant deferral / active EE | $5,058 | $4,836+4.6% | $4,438+14.0% | $6,710-24.6% |
| Admin fee / account holder | $741 | $6,408-88.4% | $5,614-86.8% | $11,403-93.5% |