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 | $13,701 | $77,899-82.4% | $149,673-90.8% | $75,163-81.8% |
| Participation rate | 98.4% | 65.6%+32.8pp | 78.8%+19.6pp | 67.2%+31.2pp |
| Annual return | 162.92% | 31.72%+131.2pp | 134.42%+28.5pp | 160.62%+2.3pp |
| Employer contribution / active EE | $4,552 | $3,137+45.1% | $4,818-5.5% | $2,670+70.5% |
| Participant deferral / active EE | $5,158 | $3,411+51.2% | $5,680-9.2% | $4,125+25.0% |
| Admin fee / account holder | $736 | $5,956-87.6% | $13,210-94.4% | $5,651-87.0% |