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 4-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 | $29,424 | $109,881-73.2% | $150,045-80.4% | $84,808-65.3% |
| Participation rate | 92.9% | 76.1%+16.8pp | 82.3%+10.5pp | 68.3%+24.5pp |
| Annual return | 103.28% | 28.25%+75.0pp | 62.55%+40.7pp | 40.90%+62.4pp |
| Employer contribution / active EE | $2,676 | $3,561-24.9% | $4,693-43.0% | $2,631+1.7% |
| Participant deferral / active EE | $5,025 | $6,636-24.3% | $7,997-37.2% | $4,212+19.3% |
| Admin fee / account holder | $2,438 | $8,568-71.6% | $13,435-81.9% | $7,344-66.8% |