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 | $60,118 | $159,901-62.4% | $146,958-59.1% | $145,922-58.8% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+15.0pp |
| Annual return | 11.31% | 98.13%-86.8pp | 418.34%-407.0pp | 561.29%-550.0pp |
| Employer contribution / active EE | $5,053 | $5,286-4.4% | $4,933+2.4% | $4,660+8.4% |
| Participant deferral / active EE | $6,566 | $8,428-22.1% | $8,070-18.6% | $6,688-1.8% |
| Admin fee / account holder | $6,862 | $15,044-54.4% | $12,998-47.2% | $13,397-48.8% |