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 10-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 | $32,673 | $183,519-82.2% | $155,509-79.0% | $145,922-77.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 11.89% | 61.17%-49.3pp | 64.67%-52.8pp | 561.29%-549.4pp |
| Employer contribution / active EE | $5,394 | $5,313+1.5% | $4,672+15.4% | $4,660+15.8% |
| Participant deferral / active EE | $4,211 | $6,462-34.8% | $5,626-25.2% | $6,688-37.0% |
| Admin fee / account holder | $1,856 | $19,313-90.4% | $15,912-88.3% | $13,397-86.1% |