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 8-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 | $60,376 | $159,901-62.2% | $146,958-58.9% | $145,922-58.6% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.2%-0.9pp | 80.3%+1.0pp |
| Annual return | 11.87% | 98.13%-86.3pp | 418.34%-406.5pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,778 | $5,286-47.5% | $4,933-43.7% | $4,660-40.4% |
| Participant deferral / active EE | $7,729 | $8,428-8.3% | $8,070-4.2% | $6,688+15.6% |
| Admin fee / account holder | $1,029 | $15,044-93.2% | $12,998-92.1% | $13,397-92.3% |