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 | $57,516 | $90,348-36.3% | $75,972-24.3% | $145,922-60.6% |
| Participation rate | 95.2% | 74.5%+20.8pp | 69.1%+26.2pp | 80.3%+15.0pp |
| Annual return | 25.34% | 620.88%-595.5pp | 359.55%-334.2pp | 561.29%-535.9pp |
| Employer contribution / active EE | $5,343 | $3,311+61.4% | $2,685+99.0% | $4,660+14.7% |
| Participant deferral / active EE | $9,264 | $5,162+79.5% | $4,255+117.7% | $6,688+38.5% |
| Admin fee / account holder | $2,472 | $8,467-70.8% | $6,467-61.8% | $13,397-81.5% |