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 | $40,373 | $102,604-60.7% | $86,188-53.2% | $139,434-71.0% |
| Participation rate | 70.0% | 74.5%-4.5pp | 69.0%+1.0pp | 80.3%-10.3pp |
| Annual return | 29.45% | 1922.51%-1893.1pp | 1168.45%-1139.0pp | 372.94%-343.5pp |
| Employer contribution / active EE | $3,473 | $3,032+14.5% | $2,380+45.9% | $4,751-26.9% |
| Participant deferral / active EE | $7,280 | $4,676+55.7% | $3,985+82.7% | $6,710+8.5% |
| Admin fee / account holder | $821 | $8,657-90.5% | $6,852-88.0% | $11,403-92.8% |