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 | $37,289 | $126,574-70.5% | $106,213-64.9% | $145,922-74.4% |
| Participation rate | 73.9% | 77.6%-3.7pp | 75.3%-1.4pp | 80.3%-6.4pp |
| Annual return | 15.55% | 224.79%-209.2pp | 116.14%-100.6pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,573 | $3,730-31.0% | $3,171-18.9% | $4,660-44.8% |
| Participant deferral / active EE | $6,200 | $5,724+8.3% | $5,016+23.6% | $6,688-7.3% |
| Admin fee / account holder | $13,677 | $17,304-21.0% | $11,033+24.0% | $13,397+2.1% |