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 | $24,518 | $102,604-76.1% | $86,188-71.6% | $139,434-82.4% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 32.16% | 1922.51%-1890.4pp | 1168.45%-1136.3pp | 372.94%-340.8pp |
| Employer contribution / active EE | $2,614 | $3,032-13.8% | $2,380+9.8% | $4,751-45.0% |
| Participant deferral / active EE | $5,598 | $4,676+19.7% | $3,985+40.5% | $6,710-16.6% |
| Admin fee / account holder | $2,413 | $8,657-72.1% | $6,852-64.8% | $11,403-78.8% |