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 7-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 | $74,674 | $183,519-59.3% | $155,509-52.0% | $145,922-48.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 15.21% | 61.17%-46.0pp | 64.67%-49.5pp | 561.29%-546.1pp |
| Employer contribution / active EE | $3,745 | $5,313-29.5% | $4,672-19.9% | $4,660-19.6% |
| Participant deferral / active EE | $6,548 | $6,462+1.3% | $5,626+16.4% | $6,688-2.1% |
| Admin fee / account holder | $4,270 | $19,313-77.9% | $15,912-73.2% | $13,397-68.1% |