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 | $40,445 | $183,519-78.0% | $155,509-74.0% | $145,922-72.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.29% | 61.17%-49.9pp | 64.67%-53.4pp | 561.29%-550.0pp |
| Employer contribution / active EE | $5,587 | $5,313+5.2% | $4,672+19.6% | $4,660+19.9% |
| Participant deferral / active EE | $3,968 | $6,462-38.6% | $5,626-29.5% | $6,688-40.7% |
| Admin fee / account holder | $14,994 | $19,313-22.4% | $15,912-5.8% | $13,397+11.9% |