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 | $128,955 | $83,902+53.7% | $167,512-23.0% | $84,808+52.1% |
| Participation rate | 90.9% | 66.5%+24.4pp | 77.1%+13.9pp | 68.3%+22.6pp |
| Annual return | 15.39% | 91.55%-76.2pp | 1615.79%-1600.4pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,383 | $2,264+5.3% | $3,882-38.6% | $2,631-9.4% |
| Participant deferral / active EE | $5,386 | $4,442+21.2% | $6,405-15.9% | $4,212+27.9% |
| Admin fee / account holder | $1,699 | $7,915-78.5% | $9,769-82.6% | $7,344-76.9% |