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 | $66,828 | $101,069-33.9% | $81,478-18.0% | $147,584-54.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 14.34% | 32.40%-18.1pp | 38.78%-24.4pp | 578.55%-564.2pp |
| Employer contribution / active EE | $2,175 | $3,205-32.2% | $2,568-15.3% | $4,876-55.4% |
| Participant deferral / active EE | $8,057 | $4,242+89.9% | $3,537+127.8% | $5,439+48.1% |
| Admin fee / account holder | $591 | $5,812-89.8% | $4,561-87.0% | $10,885-94.6% |