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 | $35,099 | $159,901-78.0% | $146,958-76.1% | $145,922-75.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 22.32% | 98.13%-75.8pp | 418.34%-396.0pp | 561.29%-539.0pp |
| Employer contribution / active EE | $6,039 | $5,286+14.2% | $4,933+22.4% | $4,660+29.6% |
| Participant deferral / active EE | $8,785 | $8,428+4.2% | $8,070+8.9% | $6,688+31.4% |
| Admin fee / account holder | $3,510 | $15,044-76.7% | $12,998-73.0% | $13,397-73.8% |