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 10-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 | $55,820 | $165,984-66.4% | $164,813-66.1% | $145,922-61.7% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 9.84% | 100.03%-90.2pp | 69.93%-60.1pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,759 | $5,273-47.7% | $4,341-36.4% | $4,660-40.8% |
| Participant deferral / active EE | $3,585 | $6,959-48.5% | $6,031-40.6% | $6,688-46.4% |
| Admin fee / account holder | $2,194 | $16,648-86.8% | $12,690-82.7% | $13,397-83.6% |