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 | $17,156 | $177,572-90.3% | $154,803-88.9% | $142,382-88.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.90% | 65.07%-45.2pp | 58.88%-39.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $4,319 | $4,810-10.2% | $4,305+0.3% | $4,299+0.5% |
| Participant deferral / active EE | $6,506 | $6,272+3.7% | $5,540+17.4% | $6,5070% |
| Admin fee / account holder | $5,094 | $16,786-69.7% | $14,329-64.4% | $12,624-59.6% |