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 10-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 | $36,978 | $159,901-76.9% | $146,958-74.8% | $145,922-74.7% |
| Participation rate | 73.9% | 84.0%-10.1pp | 82.2%-8.2pp | 80.3%-6.4pp |
| Annual return | 16.54% | 98.13%-81.6pp | 418.34%-401.8pp | 561.29%-544.7pp |
| Employer contribution / active EE | $8,919 | $5,286+68.7% | $4,933+80.8% | $4,660+91.4% |
| Participant deferral / active EE | $8,832 | $8,428+4.8% | $8,070+9.4% | $6,688+32.1% |
| Admin fee / account holder | $18,478 | $15,044+22.8% | $12,998+42.2% | $13,397+37.9% |