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 7-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 | $46,613 | $159,901-70.8% | $146,958-68.3% | $145,922-68.1% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 14.62% | 98.13%-83.5pp | 418.34%-403.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,511 | $5,286-52.5% | $4,933-49.1% | $4,660-46.1% |
| Participant deferral / active EE | $5,967 | $8,428-29.2% | $8,070-26.1% | $6,688-10.8% |
| Admin fee / account holder | $9,091 | $15,044-39.6% | $12,998-30.1% | $13,397-32.1% |