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 | $54,782 | $183,519-70.1% | $155,509-64.8% | $145,922-62.5% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 22.19% | 61.17%-39.0pp | 64.67%-42.5pp | 561.29%-539.1pp |
| Employer contribution / active EE | $6,615 | $5,313+24.5% | $4,672+41.6% | $4,660+42.0% |
| Participant deferral / active EE | $5,602 | $6,462-13.3% | $5,626-0.4% | $6,688-16.2% |
| Admin fee / account holder | $1,310 | $19,313-93.2% | $15,912-91.8% | $13,397-90.2% |