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 3-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 | $47,411 | $111,754-57.6% | $103,333-54.1% | $145,922-67.5% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 9.32% | 24.77%-15.5pp | 24.88%-15.6pp | 561.29%-552.0pp |
| Employer contribution / active EE | $3,549 | $4,212-15.8% | $3,868-8.3% | $4,660-23.8% |
| Participant deferral / active EE | $10,239 | $5,619+82.2% | $5,057+102.4% | $6,688+53.1% |
| Admin fee / account holder | $2,629 | $9,750-73.0% | $8,355-68.5% | $13,397-80.4% |