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 | $24,981 | $102,317-75.6% | $146,958-83.0% | $80,856-69.1% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.2%+5.3pp | 67.6%+19.9pp |
| Annual return | 37.83% | 134.76%-96.9pp | 418.34%-380.5pp | 35.59%+2.2pp |
| Employer contribution / active EE | $3,794 | $3,713+2.2% | $4,933-23.1% | $2,755+37.7% |
| Participant deferral / active EE | $6,173 | $6,644-7.1% | $8,070-23.5% | $4,296+43.7% |
| Admin fee / account holder | $635 | $7,941-92.0% | $12,998-95.1% | $6,918-90.8% |