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 | $55,988 | $172,478-67.5% | $145,661-61.6% | $142,382-60.7% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.2%+10.3pp | 80.1%+7.4pp |
| Annual return | 79.45% | 151.09%-71.6pp | 101.46%-22.0pp | 217.08%-137.6pp |
| Employer contribution / active EE | $2,251 | $4,899-54.1% | $4,238-46.9% | $4,299-47.7% |
| Participant deferral / active EE | $6,587 | $8,348-21.1% | $7,198-8.5% | $6,507+1.2% |
| Admin fee / account holder | $34,464 | $16,864+104.4% | $12,466+176.5% | $12,624+173.0% |