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 | $35,552 | $90,348-60.7% | $75,972-53.2% | $145,922-75.6% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.1%+2.4pp | 80.3%-8.8pp |
| Annual return | 9.88% | 620.88%-611.0pp | 359.55%-349.7pp | 561.29%-551.4pp |
| Employer contribution / active EE | $5,839 | $3,311+76.4% | $2,685+117.5% | $4,660+25.3% |
| Participant deferral / active EE | $7,109 | $5,162+37.7% | $4,255+67.0% | $6,688+6.3% |
| Admin fee / account holder | $10,031 | $8,467+18.5% | $6,467+55.1% | $13,397-25.1% |