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 | $30,016 | $102,317-70.7% | $146,958-79.6% | $80,856-62.9% |
| Participation rate | 83.3% | 75.8%+7.5pp | 82.2%+1.2pp | 67.6%+15.7pp |
| Annual return | 28.70% | 134.76%-106.1pp | 418.34%-389.6pp | 35.59%-6.9pp |
| Employer contribution / active EE | $3,179 | $3,713-14.4% | $4,933-35.6% | $2,755+15.4% |
| Participant deferral / active EE | $7,136 | $6,644+7.4% | $8,070-11.6% | $4,296+66.1% |
| Admin fee / account holder | $2,165 | $7,941-72.7% | $12,998-83.3% | $6,918-68.7% |