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 7-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 | $66,372 | $154,117-56.9% | $129,995-48.9% | $139,434-52.4% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 18.87% | 32.48%-13.6pp | -137.18%+156.0pp | 372.94%-354.1pp |
| Employer contribution / active EE | $5,068 | $5,289-4.2% | $4,320+17.3% | $4,751+6.7% |
| Participant deferral / active EE | $12,135 | $6,710+80.9% | $5,820+108.5% | $6,710+80.8% |
| Admin fee / account holder | $352 | $14,007-97.5% | $10,614-96.7% | $11,403-96.9% |