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 | $27,376 | $165,984-83.5% | $164,813-83.4% | $145,922-81.2% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 15.11% | 100.03%-84.9pp | 69.93%-54.8pp | 561.29%-546.2pp |
| Employer contribution / active EE | $5,804 | $5,273+10.1% | $4,341+33.7% | $4,660+24.6% |
| Participant deferral / active EE | $16,938 | $6,959+143.4% | $6,031+180.8% | $6,688+153.3% |
| Admin fee / account holder | $512 | $16,648-96.9% | $12,690-96.0% | $13,397-96.2% |