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 | $18,251 | $126,574-85.6% | $106,213-82.8% | $145,922-87.5% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.1pp |
| Annual return | 12.62% | 224.79%-212.2pp | 116.14%-103.5pp | 561.29%-548.7pp |
| Employer contribution / active EE | $3,176 | $3,730-14.9% | $3,171+0.2% | $4,660-31.8% |
| Participant deferral / active EE | $4,205 | $5,724-26.5% | $5,016-16.2% | $6,688-37.1% |
| Admin fee / account holder | $2,460 | $17,304-85.8% | $11,033-77.7% | $13,397-81.6% |