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 | $25,140 | $99,877-74.8% | $84,966-70.4% | $145,922-82.8% |
| Participation rate | 81.3% | 74.1%+7.2pp | 67.5%+13.7pp | 80.3%+1.0pp |
| Annual return | 15.09% | 83.76%-68.7pp | 66.38%-51.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,208 | $3,231-31.7% | $2,727-19.0% | $4,660-52.6% |
| Participant deferral / active EE | $4,006 | $5,291-24.3% | $4,519-11.4% | $6,688-40.1% |
| Admin fee / account holder | $558 | $7,248-92.3% | $6,149-90.9% | $13,397-95.8% |