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 | $39,032 | $99,877-60.9% | $84,966-54.1% | $145,922-73.3% |
| Participation rate | 70.6% | 74.1%-3.5pp | 67.5%+3.1pp | 80.3%-9.7pp |
| Annual return | 14.26% | 83.76%-69.5pp | 66.38%-52.1pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,751 | $3,231-14.9% | $2,727+0.9% | $4,660-41.0% |
| Participant deferral / active EE | $4,946 | $5,291-6.5% | $4,519+9.4% | $6,688-26.0% |
| Admin fee / account holder | $2,938 | $7,248-59.5% | $6,149-52.2% | $13,397-78.1% |