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 | $29,529 | $108,919-72.9% | $100,391-70.6% | $145,922-79.8% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 12.66% | 57.88%-45.2pp | 49.20%-36.5pp | 561.29%-548.6pp |
| Employer contribution / active EE | $8,497 | $4,419+92.3% | $3,942+115.6% | $4,660+82.4% |
| Participant deferral / active EE | $4,885 | $8,445-42.2% | $8,082-39.6% | $6,688-27.0% |
| Admin fee / account holder | $1,868 | $9,689-80.7% | $7,899-76.3% | $13,397-86.1% |