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 | $40,137 | $201,272-80.1% | $184,203-78.2% | $145,922-72.5% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 67.28% | 29.00%+38.3pp | 28.81%+38.5pp | 561.29%-494.0pp |
| Employer contribution / active EE | $3,813 | $7,022-45.7% | $6,427-40.7% | $4,660-18.2% |
| Participant deferral / active EE | $12,378 | $9,806+26.2% | $9,131+35.6% | $6,688+85.1% |
| Admin fee / account holder | $6,241 | $16,364-61.9% | $13,901-55.1% | $13,397-53.4% |