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 3-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 | $25,454 | $102,317-75.1% | $146,958-82.7% | $80,856-68.5% |
| Participation rate | 79.2% | 75.8%+3.3pp | 82.2%-3.0pp | 67.6%+11.5pp |
| Annual return | 58.18% | 134.76%-76.6pp | 418.34%-360.2pp | 35.59%+22.6pp |
| Employer contribution / active EE | $3,370 | $3,713-9.2% | $4,933-31.7% | $2,755+22.3% |
| Participant deferral / active EE | $6,439 | $6,644-3.1% | $8,070-20.2% | $4,296+49.9% |
| Admin fee / account holder | $1,073 | $7,941-86.5% | $12,998-91.7% | $6,918-84.5% |