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 | $34,120 | $183,519-81.4% | $155,509-78.1% | $145,922-76.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.87% | 61.17%-46.3pp | 64.67%-49.8pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,417 | $5,313-54.5% | $4,672-48.3% | $4,660-48.1% |
| Participant deferral / active EE | $5,887 | $6,462-8.9% | $5,626+4.6% | $6,688-12.0% |
| Admin fee / account holder | $556 | $19,313-97.1% | $15,912-96.5% | $13,397-95.9% |