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 | $30,896 | $70,756-56.3% | $65,493-52.8% | $142,382-78.3% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 18.23% | 1754.89%-1736.7pp | 982.45%-964.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $3,545 | $2,881+23.1% | $2,574+37.7% | $4,299-17.5% |
| Participant deferral / active EE | $6,877 | $4,637+48.3% | $3,961+73.6% | $6,507+5.7% |
| Admin fee / account holder | $3,878 | $6,559-40.9% | $5,028-22.9% | $12,624-69.3% |