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 | $40,731 | $102,317-60.2% | $146,958-72.3% | $80,856-49.6% |
| Participation rate | 87.2% | 75.8%+11.4pp | 82.2%+5.1pp | 67.6%+19.6pp |
| Annual return | 15.02% | 134.76%-119.7pp | 418.34%-403.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $4,554 | $3,713+22.6% | $4,933-7.7% | $2,755+65.3% |
| Participant deferral / active EE | $7,781 | $6,644+17.1% | $8,070-3.6% | $4,296+81.1% |
| Admin fee / account holder | $2,462 | $7,941-69.0% | $12,998-81.1% | $6,918-64.4% |