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 6-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 | $54,628 | $107,334-49.1% | $92,893-41.2% | $152,861-64.3% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 18.20% | 145.58%-127.4pp | 109.41%-91.2pp | 345.32%-327.1pp |
| Employer contribution / active EE | $4,039 | $4,221-4.3% | $3,653+10.6% | $4,762-15.2% |
| Participant deferral / active EE | $15,679 | $4,845+223.6% | $4,236+270.1% | $5,850+168.0% |
| Admin fee / account holder | $12,984 | $7,079+83.4% | $5,794+124.1% | $11,596+12.0% |