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 | $28,229 | $102,317-72.4% | $146,958-80.8% | $80,856-65.1% |
| Participation rate | 88.5% | 75.8%+12.6pp | 82.2%+6.3pp | 67.6%+20.8pp |
| Annual return | 22.77% | 134.76%-112.0pp | 418.34%-395.6pp | 35.59%-12.8pp |
| Employer contribution / active EE | $3,380 | $3,713-9.0% | $4,933-31.5% | $2,755+22.7% |
| Participant deferral / active EE | $5,427 | $6,644-18.3% | $8,070-32.8% | $4,296+26.3% |
| Admin fee / account holder | $4,719 | $7,941-40.6% | $12,998-63.7% | $6,918-31.8% |