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 | $31,664 | $96,305-67.1% | $80,569-60.7% | $139,434-77.3% |
| Participation rate | 87.5% | 73.6%+13.9pp | 67.0%+20.5pp | 80.3%+7.2pp |
| Annual return | 18.86% | 1350.08%-1331.2pp | 935.43%-916.6pp | 372.94%-354.1pp |
| Employer contribution / active EE | $3,809 | $3,262+16.8% | $2,723+39.9% | $4,751-19.8% |
| Participant deferral / active EE | $7,207 | $5,232+37.8% | $4,447+62.1% | $6,710+7.4% |
| Admin fee / account holder | $419 | $6,599-93.6% | $5,377-92.2% | $11,403-96.3% |