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 5-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 | $35,596 | $99,877-64.4% | $84,966-58.1% | $145,922-75.6% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 13.68% | 83.76%-70.1pp | 66.38%-52.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $5,831 | $3,231+80.5% | $2,727+113.8% | $4,660+25.1% |
| Participant deferral / active EE | $12,383 | $5,291+134.1% | $4,519+174.0% | $6,688+85.2% |
| Admin fee / account holder | $417 | $7,248-94.2% | $6,149-93.2% | $13,397-96.9% |