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 | $57,023 | $165,984-65.6% | $164,813-65.4% | $145,922-60.9% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.6%+14.3pp | 80.3%+12.6pp |
| Annual return | 9.72% | 100.03%-90.3pp | 69.93%-60.2pp | 561.29%-551.6pp |
| Employer contribution / active EE | $7,449 | $5,273+41.3% | $4,341+71.6% | $4,660+59.9% |
| Participant deferral / active EE | $4,509 | $6,959-35.2% | $6,031-25.2% | $6,688-32.6% |
| Admin fee / account holder | $6,505 | $16,648-60.9% | $12,690-48.7% | $13,397-51.4% |