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 | $58,822 | $99,877-41.1% | $84,966-30.8% | $145,922-59.7% |
| Participation rate | 70.6% | 74.1%-3.5pp | 67.5%+3.1pp | 80.3%-9.7pp |
| Annual return | 12.45% | 83.76%-71.3pp | 66.38%-53.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,301 | $3,231-28.8% | $2,727-15.6% | $4,660-50.6% |
| Participant deferral / active EE | $7,173 | $5,291+35.6% | $4,519+58.7% | $6,688+7.3% |
| Admin fee / account holder | $2,402 | $7,248-66.9% | $6,149-60.9% | $13,397-82.1% |