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 5-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 | $35,839 | $111,724-67.9% | $93,606-61.7% | $145,922-75.4% |
| Participation rate | 86.7% | 74.2%+12.5pp | 68.7%+17.9pp | 80.3%+6.4pp |
| Annual return | 22.36% | 202.98%-180.6pp | 133.20%-110.8pp | 561.29%-538.9pp |
| Employer contribution / active EE | $1,703 | $3,090-44.9% | $2,420-29.6% | $4,660-63.4% |
| Participant deferral / active EE | $4,930 | $4,912+0.4% | $4,411+11.8% | $6,688-26.3% |
| Admin fee / account holder | $1,156 | $10,250-88.7% | $8,285-86.0% | $13,397-91.4% |