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 7-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 | $30,913 | $90,348-65.8% | $75,972-59.3% | $145,922-78.8% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 14.21% | 620.88%-606.7pp | 359.55%-345.3pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,152 | $3,311-35.0% | $2,685-19.8% | $4,660-53.8% |
| Participant deferral / active EE | $6,918 | $5,162+34.0% | $4,255+62.6% | $6,688+3.4% |
| Admin fee / account holder | $10,587 | $8,467+25.0% | $6,467+63.7% | $13,397-21.0% |