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 | $65,586 | $210,648-68.9% | $177,989-63.2% | $145,922-55.1% |
| Participation rate | 90.9% | 80.8%+10.2pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 12.54% | 385.86%-373.3pp | 294.48%-281.9pp | 561.29%-548.7pp |
| Employer contribution / active EE | $5,924 | $4,565+29.8% | $3,949+50.0% | $4,660+27.1% |
| Participant deferral / active EE | $13,609 | $6,958+95.6% | $6,276+116.8% | $6,688+103.5% |
| Admin fee / account holder | $7,360 | $12,013-38.7% | $10,363-29.0% | $13,397-45.1% |