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 | $25,271 | $58,927-57.1% | $76,817-67.1% | $72,985-65.4% |
| Participation rate | 89.6% | 67.3%+22.3pp | 72.1%+17.5pp | 69.5%+20.1pp |
| Annual return | 16.74% | 2305.64%-2288.9pp | 1166.11%-1149.4pp | 81.00%-64.3pp |
| Employer contribution / active EE | $1,657 | $1,787-7.2% | $2,302-28.0% | $2,440-32.1% |
| Participant deferral / active EE | $1,423 | $2,690-47.1% | $3,336-57.3% | $3,607-60.5% |
| Admin fee / account holder | $5,679 | $4,013+41.5% | $6,420-11.5% | $5,124+10.8% |