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 8-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 | $60,100 | $183,519-67.3% | $155,509-61.4% | $145,922-58.8% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 15.12% | 61.17%-46.1pp | 64.67%-49.6pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,860 | $5,313-65.0% | $4,672-60.2% | $4,660-60.1% |
| Participant deferral / active EE | $3,108 | $6,462-51.9% | $5,626-44.8% | $6,688-53.5% |
| Admin fee / account holder | $355 | $19,313-98.2% | $15,912-97.8% | $13,397-97.3% |