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 9-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 | $55,463 | $114,381-51.5% | $107,525-48.4% | $142,382-61.0% |
| Participation rate | 73.3% | 78.1%-4.8pp | 75.1%-1.7pp | 80.1%-6.8pp |
| Annual return | 24.92% | 242.71%-217.8pp | 181.32%-156.4pp | 217.08%-192.2pp |
| Employer contribution / active EE | $2,497 | $4,015-37.8% | $3,754-33.5% | $4,299-41.9% |
| Participant deferral / active EE | $5,189 | $5,564-6.8% | $5,116+1.4% | $6,507-20.3% |
| Admin fee / account holder | $124,044 | $9,860+1158.0% | $8,919+1290.8% | $12,624+882.6% |