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 4-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 | $54,185 | $159,901-66.1% | $146,958-63.1% | $145,922-62.9% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 16.58% | 98.13%-81.5pp | 418.34%-401.8pp | 561.29%-544.7pp |
| Employer contribution / active EE | $4,429 | $5,286-16.2% | $4,933-10.2% | $4,660-5.0% |
| Participant deferral / active EE | $11,497 | $8,428+36.4% | $8,070+42.5% | $6,688+71.9% |
| Admin fee / account holder | $1,162 | $15,044-92.3% | $12,998-91.1% | $13,397-91.3% |