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 | $58,513 | $175,202-66.6% | $149,673-60.9% | $139,434-58.0% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 15.13% | 166.71%-151.6pp | 134.42%-119.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,685 | $5,474-50.9% | $4,818-44.3% | $4,751-43.5% |
| Participant deferral / active EE | $7,665 | $6,519+17.6% | $5,680+34.9% | $6,710+14.2% |
| Admin fee / account holder | $15,113 | $16,150-6.4% | $13,210+14.4% | $11,403+32.5% |