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 | $29,683 | $126,574-76.5% | $106,213-72.1% | $145,922-79.7% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.1pp |
| Annual return | 36.73% | 224.79%-188.1pp | 116.14%-79.4pp | 561.29%-524.6pp |
| Employer contribution / active EE | $3,945 | $3,730+5.7% | $3,171+24.4% | $4,660-15.3% |
| Participant deferral / active EE | $7,273 | $5,724+27.1% | $5,016+45.0% | $6,688+8.7% |
| Admin fee / account holder | $3,920 | $17,304-77.3% | $11,033-64.5% | $13,397-70.7% |