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 | $51,782 | $159,901-67.6% | $146,958-64.8% | $145,922-64.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 15.07% | 98.13%-83.1pp | 418.34%-403.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $6,418 | $5,286+21.4% | $4,933+30.1% | $4,660+37.7% |
| Participant deferral / active EE | $14,324 | $8,428+69.9% | $8,070+77.5% | $6,688+114.2% |
| Admin fee / account holder | $8,959 | $15,044-40.4% | $12,998-31.1% | $13,397-33.1% |