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 | $41,572 | $30,400+36.8% | $53,898-22.9% | $84,808-51.0% |
| Participation rate | 96.2% | 46.4%+49.8pp | 55.0%+41.3pp | 68.3%+27.9pp |
| Annual return | 23.53% | 500.19%-476.7pp | 528.60%-505.1pp | 40.90%-17.4pp |
| Employer contribution / active EE | $3,486 | $603+478.5% | $932+274.1% | $2,631+32.5% |
| Participant deferral / active EE | $2,408 | $1,199+100.9% | $1,826+31.9% | $4,212-42.8% |
| Admin fee / account holder | $750 | $1,993-62.4% | $2,491-69.9% | $7,344-89.8% |