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 | $32,995 | $90,348-63.5% | $75,972-56.6% | $145,922-77.4% |
| Participation rate | 76.5% | 74.5%+2.0pp | 69.1%+7.4pp | 80.3%-3.8pp |
| Annual return | 11.34% | 620.88%-609.5pp | 359.55%-348.2pp | 561.29%-549.9pp |
| Employer contribution / active EE | $8,811 | $3,311+166.1% | $2,685+228.2% | $4,660+89.1% |
| Participant deferral / active EE | $6,971 | $5,162+35.1% | $4,255+63.8% | $6,688+4.2% |
| Admin fee / account holder | $9,071 | $8,467+7.1% | $6,467+40.3% | $13,397-32.3% |