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 | $38,631 | $165,984-76.7% | $164,813-76.6% | $145,922-73.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 11.55% | 100.03%-88.5pp | 69.93%-58.4pp | 561.29%-549.7pp |
| Employer contribution / active EE | $3,301 | $5,273-37.4% | $4,341-23.9% | $4,660-29.2% |
| Participant deferral / active EE | $11,500 | $6,959+65.3% | $6,031+90.7% | $6,688+72.0% |
| Admin fee / account holder | $747 | $16,648-95.5% | $12,690-94.1% | $13,397-94.4% |