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 6-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 | $45,616 | $183,519-75.1% | $155,509-70.7% | $145,922-68.7% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 12.45% | 61.17%-48.7pp | 64.67%-52.2pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,752 | $5,313-67.0% | $4,672-62.5% | $4,660-62.4% |
| Participant deferral / active EE | $6,434 | $6,462-0.4% | $5,626+14.4% | $6,688-3.8% |
| Admin fee / account holder | $1,336 | $19,313-93.1% | $15,912-91.6% | $13,397-90.0% |