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 | $61,039 | $159,901-61.8% | $146,958-58.5% | $145,922-58.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.90% | 98.13%-87.2pp | 418.34%-407.4pp | 561.29%-550.4pp |
| Employer contribution / active EE | $8,486 | $5,286+60.5% | $4,933+72.0% | $4,660+82.1% |
| Participant deferral / active EE | $8,150 | $8,428-3.3% | $8,070+1.0% | $6,688+21.9% |
| Admin fee / account holder | $18,972 | $15,044+26.1% | $12,998+46.0% | $13,397+41.6% |