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 5-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 | $78,940 | $183,519-57.0% | $155,509-49.2% | $145,922-45.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 17.27% | 61.17%-43.9pp | 64.67%-47.4pp | 561.29%-544.0pp |
| Employer contribution / active EE | $10,051 | $5,313+89.2% | $4,672+115.1% | $4,660+115.7% |
| Participant deferral / active EE | $8,225 | $6,462+27.3% | $5,626+46.2% | $6,688+23.0% |
| Admin fee / account holder | $1,032 | $19,313-94.7% | $15,912-93.5% | $13,397-92.3% |