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 | $27,601 | $88,751-68.9% | $81,812-66.3% | $145,922-81.1% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 26.23% | 1025.40%-999.2pp | 773.79%-747.6pp | 561.29%-535.1pp |
| Employer contribution / active EE | $2,422 | $3,083-21.5% | $2,912-16.8% | $4,660-48.0% |
| Participant deferral / active EE | $3,824 | $4,643-17.7% | $4,319-11.5% | $6,688-42.8% |
| Admin fee / account holder | $1,801 | $8,415-78.6% | $7,386-75.6% | $13,397-86.6% |