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 | $50,578 | $159,901-68.4% | $146,958-65.6% | $145,922-65.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 14.42% | 98.13%-83.7pp | 418.34%-403.9pp | 561.29%-546.9pp |
| Employer contribution / active EE | $9,629 | $5,286+82.2% | $4,933+95.2% | $4,660+106.6% |
| Participant deferral / active EE | $9,452 | $8,428+12.2% | $8,070+17.1% | $6,688+41.3% |
| Admin fee / account holder | $8,626 | $15,044-42.7% | $12,998-33.6% | $13,397-35.6% |