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 | $25,306 | $74,888-66.2% | $71,209-64.5% | $142,382-82.2% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 25.24% | 345.14%-319.9pp | 282.51%-257.3pp | 217.08%-191.8pp |
| Employer contribution / active EE | $7,253 | $2,854+154.1% | $2,721+166.5% | $4,299+68.7% |
| Participant deferral / active EE | $4,923 | $4,454+10.5% | $4,175+17.9% | $6,507-24.4% |
| Admin fee / account holder | $3,289 | $5,568-40.9% | $5,349-38.5% | $12,624-73.9% |