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 4-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 | $57,330 | $100,773-43.1% | $88,946-35.5% | $142,382-59.7% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 20.02% | 70.18%-50.2pp | 57.82%-37.8pp | 217.08%-197.1pp |
| Employer contribution / active EE | $3,555 | $2,918+21.8% | $2,555+39.1% | $4,299-17.3% |
| Participant deferral / active EE | $9,564 | $5,230+82.9% | $4,581+108.8% | $6,507+47.0% |
| Admin fee / account holder | $1,841 | $9,693-81.0% | $8,261-77.7% | $12,624-85.4% |