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 | $23,465 | $108,919-78.5% | $100,391-76.6% | $145,922-83.9% |
| Participation rate | 91.7% | 82.9%+8.7pp | 81.5%+10.2pp | 80.3%+11.4pp |
| Annual return | 32.50% | 57.88%-25.4pp | 49.20%-16.7pp | 561.29%-528.8pp |
| Employer contribution / active EE | $3,864 | $4,419-12.6% | $3,942-2.0% | $4,660-17.1% |
| Participant deferral / active EE | $5,422 | $8,445-35.8% | $8,082-32.9% | $6,688-18.9% |
| Admin fee / account holder | $6,141 | $9,689-36.6% | $7,899-22.3% | $13,397-54.2% |