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 6-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 | $59,153 | $34,308+72.4% | $74,701-20.8% | $72,985-19.0% |
| Participation rate | 77.4% | 42.4%+35.0pp | 54.5%+23.0pp | 69.5%+7.9pp |
| Annual return | 22.83% | 26.58%-3.8pp | 752.92%-730.1pp | 81.00%-58.2pp |
| Employer contribution / active EE | $2,848 | $692+311.8% | $1,084+162.8% | $2,440+16.7% |
| Participant deferral / active EE | $5,175 | $1,271+307.1% | $1,964+163.6% | $3,607+43.5% |
| Admin fee / account holder | $2,129 | $2,124+0.2% | $3,333-36.1% | $5,124-58.5% |