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 4-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 | $35,429 | $70,606-49.8% | $53,898-34.3% | $142,382-75.1% |
| Participation rate | 83.3% | 63.7%+19.6pp | 55.0%+28.4pp | 80.1%+3.2pp |
| Annual return | 22.78% | 619.81%-597.0pp | 528.60%-505.8pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,727 | $1,202+43.6% | $932+85.3% | $4,299-59.8% |
| Participant deferral / active EE | $5,678 | $2,364+140.2% | $1,826+210.9% | $6,507-12.7% |
| Admin fee / account holder | $2,524 | $2,852-11.5% | $2,491+1.3% | $12,624-80.0% |