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 3-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 | $61,262 | $114,381-46.4% | $107,525-43.0% | $142,382-57.0% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 349.26% | 242.71%+106.6pp | 181.32%+167.9pp | 217.08%+132.2pp |
| Employer contribution / active EE | $2,396 | $4,015-40.3% | $3,754-36.2% | $4,299-44.3% |
| Participant deferral / active EE | $6,015 | $5,564+8.1% | $5,116+17.6% | $6,507-7.6% |
| Admin fee / account holder | $477 | $9,860-95.2% | $8,919-94.7% | $12,624-96.2% |