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 | $30,981 | $183,519-83.1% | $155,509-80.1% | $145,922-78.8% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 13.19% | 61.17%-48.0pp | 64.67%-51.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $6,150 | $5,313+15.8% | $4,672+31.6% | $4,660+32.0% |
| Participant deferral / active EE | $2,363 | $6,462-63.4% | $5,626-58.0% | $6,688-64.7% |
| Admin fee / account holder | $449 | $19,313-97.7% | $15,912-97.2% | $13,397-96.7% |