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 | $38,332 | $183,519-79.1% | $155,509-75.4% | $145,922-73.7% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 13.63% | 61.17%-47.5pp | 64.67%-51.0pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,759 | $5,313-48.1% | $4,672-41.0% | $4,660-40.8% |
| Participant deferral / active EE | $7,633 | $6,462+18.1% | $5,626+35.7% | $6,688+14.1% |
| Admin fee / account holder | $444 | $19,313-97.7% | $15,912-97.2% | $13,397-96.7% |