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 | $29,117 | $183,519-84.1% | $155,509-81.3% | $145,922-80.0% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.5pp | 80.3%+6.4pp |
| Annual return | 105.83% | 61.17%+44.7pp | 64.67%+41.2pp | 561.29%-455.5pp |
| Employer contribution / active EE | $2,550 | $5,313-52.0% | $4,672-45.4% | $4,660-45.3% |
| Participant deferral / active EE | $6,270 | $6,462-3.0% | $5,626+11.4% | $6,688-6.2% |
| Admin fee / account holder | $2,202 | $19,313-88.6% | $15,912-86.2% | $13,397-83.6% |