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 | $46,074 | $138,044-66.6% | $125,339-63.2% | $134,475-65.7% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | 142.08% | 750.33%-608.2pp | 572.05%-430.0pp | 417.96%-275.9pp |
| Employer contribution / active EE | $3,182 | $5,243-39.3% | $4,814-33.9% | $4,740-32.9% |
| Participant deferral / active EE | $5,608 | $7,799-28.1% | $7,446-24.7% | $6,400-12.4% |
| Admin fee / account holder | $938 | $11,571-91.9% | $10,010-90.6% | $11,426-91.8% |