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 | $27,673 | $109,881-74.8% | $150,045-81.6% | $84,808-67.4% |
| Participation rate | 83.8% | 76.1%+7.7pp | 82.3%+1.5pp | 68.3%+15.5pp |
| Annual return | 273.51% | 28.25%+245.3pp | 62.55%+211.0pp | 40.90%+232.6pp |
| Employer contribution / active EE | $3,453 | $3,561-3.0% | $4,693-26.4% | $2,631+31.3% |
| Participant deferral / active EE | $8,734 | $6,636+31.6% | $7,997+9.2% | $4,212+107.4% |
| Admin fee / account holder | $306 | $8,568-96.4% | $13,435-97.7% | $7,344-95.8% |