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 7-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 | $50,449 | $183,519-72.5% | $155,509-67.6% | $145,922-65.4% |
| Participation rate | 88.2% | 82.7%+5.6pp | 78.2%+10.0pp | 80.3%+8.0pp |
| Annual return | 14.50% | 61.17%-46.7pp | 64.67%-50.2pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,032 | $5,313-80.6% | $4,672-77.9% | $4,660-77.9% |
| Participant deferral / active EE | $5,836 | $6,462-9.7% | $5,626+3.7% | $6,688-12.7% |
| Admin fee / account holder | $1,223 | $19,313-93.7% | $15,912-92.3% | $13,397-90.9% |