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 6-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 | $37,544 | $99,877-62.4% | $84,966-55.8% | $145,922-74.3% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 12.47% | 83.76%-71.3pp | 66.38%-53.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,827 | $3,231-12.5% | $2,727+3.6% | $4,660-39.3% |
| Participant deferral / active EE | $12,192 | $5,291+130.4% | $4,519+169.8% | $6,688+82.3% |
| Admin fee / account holder | $6,315 | $7,248-12.9% | $6,149+2.7% | $13,397-52.9% |