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 3-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 | $39,072 | $74,888-47.8% | $71,209-45.1% | $142,382-72.6% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 15.89% | 345.14%-329.2pp | 282.51%-266.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $3,644 | $2,854+27.7% | $2,721+33.9% | $4,299-15.2% |
| Participant deferral / active EE | $6,740 | $4,454+51.3% | $4,175+61.4% | $6,507+3.6% |
| Admin fee / account holder | $698 | $5,568-87.5% | $5,349-87.0% | $12,624-94.5% |