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 3-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 | $14,537 | $177,572-91.8% | $154,803-90.6% | $142,382-89.8% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 12.44% | 65.07%-52.6pp | 58.88%-46.4pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,912 | $4,810-39.5% | $4,305-32.4% | $4,299-32.3% |
| Participant deferral / active EE | $7,509 | $6,272+19.7% | $5,540+35.5% | $6,507+15.4% |
| Admin fee / account holder | $51,198 | $16,786+205.0% | $14,329+257.3% | $12,624+305.6% |