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 | $26,112 | $183,519-85.8% | $155,509-83.2% | $145,922-82.1% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 10.70% | 61.17%-50.5pp | 64.67%-54.0pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,934 | $5,313-44.8% | $4,672-37.2% | $4,660-37.0% |
| Participant deferral / active EE | $10,280 | $6,462+59.1% | $5,626+82.7% | $6,688+53.7% |
| Admin fee / account holder | $73,871 | $19,313+282.5% | $15,912+364.2% | $13,397+451.4% |