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 | $53,128 | $83,902-36.7% | $167,512-68.3% | $84,808-37.4% |
| Participation rate | 72.4% | 66.5%+5.9pp | 77.1%-4.6pp | 68.3%+4.1pp |
| Annual return | 23.11% | 91.55%-68.4pp | 1615.79%-1592.7pp | 40.90%-17.8pp |
| Employer contribution / active EE | $3,149 | $2,264+39.1% | $3,882-18.9% | $2,631+19.7% |
| Participant deferral / active EE | $5,148 | $4,442+15.9% | $6,405-19.6% | $4,212+22.2% |
| Admin fee / account holder | $2,204 | $7,915-72.2% | $9,769-77.4% | $7,344-70.0% |