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 | $46,345 | $165,984-72.1% | $164,813-71.9% | $145,922-68.2% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 17.12% | 100.03%-82.9pp | 69.93%-52.8pp | 561.29%-544.2pp |
| Employer contribution / active EE | $5,678 | $5,273+7.7% | $4,341+30.8% | $4,660+21.9% |
| Participant deferral / active EE | $10,326 | $6,959+48.4% | $6,031+71.2% | $6,688+54.4% |
| Admin fee / account holder | $30,549 | $16,648+83.5% | $12,690+140.7% | $13,397+128.0% |