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 | $52,245 | $102,317-48.9% | $146,958-64.4% | $80,856-35.4% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.2%+16.4pp | 67.6%+30.9pp |
| Annual return | 20.45% | 134.76%-114.3pp | 418.34%-397.9pp | 35.59%-15.1pp |
| Employer contribution / active EE | $3,112 | $3,713-16.2% | $4,933-36.9% | $2,755+13.0% |
| Participant deferral / active EE | $5,375 | $6,644-19.1% | $8,070-33.4% | $4,296+25.1% |
| Admin fee / account holder | $1,313 | $7,941-83.5% | $12,998-89.9% | $6,918-81.0% |