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 | $28,253 | $65,561-56.9% | $86,188-67.2% | $75,163-62.4% |
| Participation rate | 91.4% | 60.5%+30.9pp | 69.0%+22.5pp | 67.2%+24.2pp |
| Annual return | 55.71% | 46.05%+9.7pp | 1168.45%-1112.7pp | 160.62%-104.9pp |
| Employer contribution / active EE | $5,561 | $1,553+258.1% | $2,380+133.6% | $2,670+108.3% |
| Participant deferral / active EE | $8,191 | $3,024+170.9% | $3,985+105.5% | $4,125+98.6% |
| Admin fee / account holder | $5,341 | $5,474-2.4% | $6,852-22.1% | $5,651-5.5% |