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 | $55,991 | $154,117-63.7% | $129,995-56.9% | $139,434-59.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.62% | 32.48%-16.9pp | -137.18%+152.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $3,333 | $5,289-37.0% | $4,320-22.8% | $4,751-29.8% |
| Participant deferral / active EE | $8,667 | $6,710+29.2% | $5,820+48.9% | $6,710+29.2% |
| Admin fee / account holder | $9,789 | $14,007-30.1% | $10,614-7.8% | $11,403-14.1% |