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 5-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 | $64,700 | $177,572-63.6% | $154,803-58.2% | $142,382-54.6% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 11.57% | 65.07%-53.5pp | 58.88%-47.3pp | 217.08%-205.5pp |
| Employer contribution / active EE | $6,413 | $4,810+33.3% | $4,305+48.9% | $4,299+49.2% |
| Participant deferral / active EE | $5,555 | $6,272-11.4% | $5,540+0.3% | $6,507-14.6% |
| Admin fee / account holder | $71,862 | $16,786+328.1% | $14,329+401.5% | $12,624+469.3% |