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 | $26,038 | $156,846-83.4% | $121,098-78.5% | $139,434-81.3% |
| Participation rate | 90.0% | 76.4%+13.6pp | 69.5%+20.5pp | 80.3%+9.7pp |
| Annual return | 25.09% | 1474.56%-1449.5pp | 985.75%-960.7pp | 372.94%-347.9pp |
| Employer contribution / active EE | $4,022 | $5,536-27.4% | $4,164-3.4% | $4,751-15.3% |
| Participant deferral / active EE | $8,554 | $4,844+76.6% | $4,080+109.7% | $6,710+27.5% |
| Admin fee / account holder | $1,167 | $6,946-83.2% | $5,644-79.3% | $11,403-89.8% |