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 | $31,305 | $183,519-82.9% | $155,509-79.9% | $145,922-78.5% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 12.66% | 61.17%-48.5pp | 64.67%-52.0pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,011 | $5,313-62.2% | $4,672-57.0% | $4,660-56.9% |
| Participant deferral / active EE | $5,995 | $6,462-7.2% | $5,626+6.5% | $6,688-10.4% |
| Admin fee / account holder | $516 | $19,313-97.3% | $15,912-96.8% | $13,397-96.1% |