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 4-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 | $22,155 | $108,919-79.7% | $100,391-77.9% | $145,922-84.8% |
| Participation rate | 91.7% | 82.9%+8.7pp | 81.5%+10.2pp | 80.3%+11.4pp |
| Annual return | 56.86% | 57.88%-1.0pp | 49.20%+7.7pp | 561.29%-504.4pp |
| Employer contribution / active EE | $5,114 | $4,419+15.7% | $3,942+29.7% | $4,660+9.8% |
| Participant deferral / active EE | $6,993 | $8,445-17.2% | $8,082-13.5% | $6,688+4.6% |
| Admin fee / account holder | $5,910 | $9,689-39.0% | $7,899-25.2% | $13,397-55.9% |