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 | $44,424 | $214,378-79.3% | $200,582-77.9% | $142,382-68.8% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 19.02% | 46.41%-27.4pp | 42.33%-23.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $6,170 | $6,841-9.8% | $6,419-3.9% | $4,299+43.5% |
| Participant deferral / active EE | $9,998 | $9,865+1.4% | $9,331+7.1% | $6,507+53.6% |
| Admin fee / account holder | $4,737 | $17,692-73.2% | $16,305-70.9% | $12,624-62.5% |