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 | $54,831 | $100,773-45.6% | $88,946-38.4% | $142,382-61.5% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 15.57% | 70.18%-54.6pp | 57.82%-42.2pp | 217.08%-201.5pp |
| Employer contribution / active EE | $14,397 | $2,918+393.4% | $2,555+463.5% | $4,299+234.9% |
| Participant deferral / active EE | $8,398 | $5,230+60.6% | $4,581+83.3% | $6,507+29.1% |
| Admin fee / account holder | $1,944 | $9,693-79.9% | $8,261-76.5% | $12,624-84.6% |