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 | $61,019 | $100,773-39.4% | $88,946-31.4% | $142,382-57.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.45% | 70.18%-52.7pp | 57.82%-40.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $5,078 | $2,918+74.1% | $2,555+98.8% | $4,299+18.1% |
| Participant deferral / active EE | $6,757 | $5,230+29.2% | $4,581+47.5% | $6,507+3.8% |
| Admin fee / account holder | $783 | $9,693-91.9% | $8,261-90.5% | $12,624-93.8% |