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 | $67,831 | $159,901-57.6% | $146,958-53.8% | $145,922-53.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 21.46% | 98.13%-76.7pp | 418.34%-396.9pp | 561.29%-539.8pp |
| Employer contribution / active EE | $11,132 | $5,286+110.6% | $4,933+125.7% | $4,660+138.9% |
| Participant deferral / active EE | $17,969 | $8,428+113.2% | $8,070+122.7% | $6,688+168.7% |
| Admin fee / account holder | $11,274 | $15,044-25.1% | $12,998-13.3% | $13,397-15.8% |