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 | $26,351 | $183,519-85.6% | $155,509-83.1% | $145,922-81.9% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 23.98% | 61.17%-37.2pp | 64.67%-40.7pp | 561.29%-537.3pp |
| Employer contribution / active EE | $2,547 | $5,313-52.1% | $4,672-45.5% | $4,660-45.3% |
| Participant deferral / active EE | $4,841 | $6,462-25.1% | $5,626-14.0% | $6,688-27.6% |
| Admin fee / account holder | $361 | $19,313-98.1% | $15,912-97.7% | $13,397-97.3% |