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 | $26,555 | $148,534-82.1% | $135,903-80.5% | $139,434-81.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 50.88% | 79.19%-28.3pp | 68.23%-17.4pp | 372.94%-322.1pp |
| Employer contribution / active EE | $3,109 | $5,243-40.7% | $4,856-36.0% | $4,751-34.5% |
| Participant deferral / active EE | $8,357 | $8,100+3.2% | $7,758+7.7% | $6,710+24.5% |
| Admin fee / account holder | $6,207 | $12,400-49.9% | $10,762-42.3% | $11,403-45.6% |