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 | $46,109 | $148,534-69.0% | $135,903-66.1% | $139,434-66.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.40% | 79.19%-50.8pp | 68.23%-39.8pp | 372.94%-344.5pp |
| Employer contribution / active EE | $4,274 | $5,243-18.5% | $4,856-12.0% | $4,751-10.0% |
| Participant deferral / active EE | $11,580 | $8,100+43.0% | $7,758+49.3% | $6,710+72.6% |
| Admin fee / account holder | $8,352 | $12,400-32.6% | $10,762-22.4% | $11,403-26.7% |