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 4-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 | $55,999 | $210,648-73.4% | $177,989-68.5% | $145,922-61.6% |
| Participation rate | 91.7% | 80.8%+10.9pp | 77.1%+14.6pp | 80.3%+11.4pp |
| Annual return | 11.48% | 385.86%-374.4pp | 294.48%-283.0pp | 561.29%-549.8pp |
| Employer contribution / active EE | $8,986 | $4,565+96.9% | $3,949+127.6% | $4,660+92.8% |
| Participant deferral / active EE | $5,041 | $6,958-27.5% | $6,276-19.7% | $6,688-24.6% |
| Admin fee / account holder | $489 | $12,013-95.9% | $10,363-95.3% | $13,397-96.3% |