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 | $32,460 | $100,773-67.8% | $88,946-63.5% | $142,382-77.2% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 15.81% | 70.18%-54.4pp | 57.82%-42.0pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,420 | $2,918-51.3% | $2,555-44.4% | $4,299-67.0% |
| Participant deferral / active EE | $4,847 | $5,230-7.3% | $4,581+5.8% | $6,507-25.5% |
| Admin fee / account holder | $493 | $9,693-94.9% | $8,261-94.0% | $12,624-96.1% |