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 | $53,668 | $171,865-68.8% | $149,718-64.2% | $147,584-63.6% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 22.60% | 2113.22%-2090.6pp | 1501.63%-1479.0pp | 578.55%-555.9pp |
| Employer contribution / active EE | $2,632 | $6,275-58.1% | $5,445-51.7% | $4,876-46.0% |
| Participant deferral / active EE | $5,688 | $7,271-21.8% | $6,569-13.4% | $5,439+4.6% |
| Admin fee / account holder | $8,548 | $13,799-38.1% | $11,283-24.2% | $10,885-21.5% |