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 3-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 | $25,124 | $127,065-80.2% | $113,168-77.8% | $142,382-82.4% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 92.90% | 24.03%+68.9pp | 24.27%+68.6pp | 217.08%-124.2pp |
| Employer contribution / active EE | $2,797 | $3,442-18.8% | $2,975-6.0% | $4,299-35.0% |
| Participant deferral / active EE | $5,298 | $5,716-7.3% | $5,107+3.8% | $6,507-18.6% |
| Admin fee / account holder | $2,822 | $15,736-82.1% | $12,068-76.6% | $12,624-77.6% |