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 | $27,893 | $102,604-72.8% | $86,188-67.6% | $139,434-80.0% |
| Participation rate | 76.2% | 74.5%+1.7pp | 69.0%+7.2pp | 80.3%-4.1pp |
| Annual return | 16.02% | 1922.51%-1906.5pp | 1168.45%-1152.4pp | 372.94%-356.9pp |
| Employer contribution / active EE | $3,499 | $3,032+15.4% | $2,380+47.0% | $4,751-26.4% |
| Participant deferral / active EE | $4,716 | $4,676+0.9% | $3,985+18.3% | $6,710-29.7% |
| Admin fee / account holder | $781 | $8,657-91.0% | $6,852-88.6% | $11,403-93.2% |