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 | $28,457 | $109,982-74.1% | $97,226-70.7% | $145,922-80.5% |
| Participation rate | 87.5% | 75.9%+11.6pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 12.94% | 242.90%-230.0pp | 75.13%-62.2pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,144 | $3,084-62.9% | $2,729-58.1% | $4,660-75.5% |
| Participant deferral / active EE | $4,151 | $4,676-11.2% | $4,264-2.6% | $6,688-37.9% |
| Admin fee / account holder | $30,435 | $6,221+389.3% | $5,654+438.3% | $13,397+127.2% |