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 7-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 | $29,453 | $111,724-73.6% | $93,606-68.5% | $145,922-79.8% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 51.23% | 202.98%-151.8pp | 133.20%-82.0pp | 561.29%-510.1pp |
| Employer contribution / active EE | $2,556 | $3,090-17.3% | $2,420+5.6% | $4,660-45.2% |
| Participant deferral / active EE | $4,282 | $4,912-12.8% | $4,411-2.9% | $6,688-36.0% |
| Admin fee / account holder | $1,486 | $10,250-85.5% | $8,285-82.1% | $13,397-88.9% |