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 7-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 | $76,717 | $209,411-63.4% | $178,490-57.0% | $158,922-51.7% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 33.04% | 188.75%-155.7pp | 151.07%-118.0pp | 302.83%-269.8pp |
| Employer contribution / active EE | $16,719 | $5,706+193.0% | $5,011+233.7% | $4,761+251.1% |
| Participant deferral / active EE | $14,817 | $5,954+148.9% | $5,202+184.9% | $5,982+147.7% |
| Admin fee / account holder | $2,167 | $17,074-87.3% | $13,984-84.5% | $11,246-80.7% |