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 9-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 | $52,453 | $99,877-47.5% | $84,966-38.3% | $145,922-64.1% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 13.88% | 83.76%-69.9pp | 66.38%-52.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $3,227 | $3,231-0.1% | $2,727+18.3% | $4,660-30.7% |
| Participant deferral / active EE | $10,621 | $5,291+100.7% | $4,519+135.0% | $6,688+58.8% |
| Admin fee / account holder | $21,255 | $7,248+193.3% | $6,149+245.7% | $13,397+58.7% |