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 | $54,563 | $111,724-51.2% | $93,606-41.7% | $145,922-62.6% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 22.04% | 202.98%-180.9pp | 133.20%-111.2pp | 561.29%-539.2pp |
| Employer contribution / active EE | $2,610 | $3,090-15.5% | $2,420+7.9% | $4,660-44.0% |
| Participant deferral / active EE | $9,746 | $4,912+98.4% | $4,411+120.9% | $6,688+45.7% |
| Admin fee / account holder | $2,191 | $10,250-78.6% | $8,285-73.6% | $13,397-83.6% |