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 10-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 | $72,639 | $179,726-59.6% | $156,263-53.5% | $142,382-49.0% |
| Participation rate | 86.4% | 82.1%+4.3pp | 78.9%+7.5pp | 80.1%+6.2pp |
| Annual return | 39.35% | 77.86%-38.5pp | 59.47%-20.1pp | 217.08%-177.7pp |
| Employer contribution / active EE | $7,691 | $5,069+51.7% | $4,333+77.5% | $4,299+78.9% |
| Participant deferral / active EE | $8,602 | $6,956+23.7% | $6,158+39.7% | $6,507+32.2% |
| Admin fee / account holder | $19,937 | $17,272+15.4% | $14,255+39.9% | $12,624+57.9% |