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 | $75,788 | $102,317-25.9% | $146,958-48.4% | $80,856-6.3% |
| Participation rate | 81.1% | 75.8%+5.2pp | 82.2%-1.1pp | 67.6%+13.4pp |
| Annual return | 27.86% | 134.76%-106.9pp | 418.34%-390.5pp | 35.59%-7.7pp |
| Employer contribution / active EE | $2,054 | $3,713-44.7% | $4,933-58.4% | $2,755-25.4% |
| Participant deferral / active EE | $5,526 | $6,644-16.8% | $8,070-31.5% | $4,296+28.6% |
| Admin fee / account holder | $786 | $7,941-90.1% | $12,998-94.0% | $6,918-88.6% |