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 | $52,753 | $209,411-74.8% | $178,490-70.4% | $158,922-66.8% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 23.72% | 188.75%-165.0pp | 151.07%-127.3pp | 302.83%-279.1pp |
| Employer contribution / active EE | $2,770 | $5,706-51.5% | $5,011-44.7% | $4,761-41.8% |
| Participant deferral / active EE | $6,591 | $5,954+10.7% | $5,202+26.7% | $5,982+10.2% |
| Admin fee / account holder | $1,319 | $17,074-92.3% | $13,984-90.6% | $11,246-88.3% |