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 | $56,786 | $64,707-12.2% | $112,228-49.4% | $68,494-17.1% |
| Participation rate | 92.1% | 67.2%+25.0pp | 75.1%+17.0pp | 67.9%+24.2pp |
| Annual return | 120.75% | -11.40%+132.2pp | 27.45%+93.3pp | -7.84%+128.6pp |
| Employer contribution / active EE | $20,336 | $2,746+640.6% | $3,635+459.5% | $2,596+683.3% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $5,845 | $5,232+11.7% | $6,410-8.8% | $5,403+8.2% |