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 | $47,909 | $106,515-55.0% | $96,683-50.4% | $139,434-65.6% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 103.79% | 38.43%+65.4pp | 35.69%+68.1pp | 372.94%-269.2pp |
| Employer contribution / active EE | $3,553 | $4,103-13.4% | $3,737-4.9% | $4,751-25.2% |
| Participant deferral / active EE | $8,251 | $5,454+51.3% | $4,878+69.1% | $6,710+23.0% |
| Admin fee / account holder | $6,642 | $7,877-15.7% | $6,730-1.3% | $11,403-41.8% |