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 | $52,880 | $148,534-64.4% | $135,903-61.1% | $139,434-62.1% |
| Participation rate | 95.0% | 83.9%+11.1pp | 81.9%+13.1pp | 80.3%+14.7pp |
| Annual return | 63.88% | 79.19%-15.3pp | 68.23%-4.4pp | 372.94%-309.1pp |
| Employer contribution / active EE | $9,661 | $5,243+84.3% | $4,856+98.9% | $4,751+103.4% |
| Participant deferral / active EE | $19,542 | $8,100+141.3% | $7,758+151.9% | $6,710+191.2% |
| Admin fee / account holder | $4,779 | $12,400-61.5% | $10,762-55.6% | $11,403-58.1% |