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 | $27,856 | $159,901-82.6% | $146,958-81.0% | $145,922-80.9% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 18.08% | 98.13%-80.1pp | 418.34%-400.3pp | 561.29%-543.2pp |
| Employer contribution / active EE | $5,668 | $5,286+7.2% | $4,933+14.9% | $4,660+21.6% |
| Participant deferral / active EE | $11,356 | $8,428+34.7% | $8,070+40.7% | $6,688+69.8% |
| Admin fee / account holder | $3,724 | $15,044-75.2% | $12,998-71.4% | $13,397-72.2% |