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 | $70,518 | $159,901-55.9% | $146,958-52.0% | $145,922-51.7% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 29.95% | 98.13%-68.2pp | 418.34%-388.4pp | 561.29%-531.3pp |
| Employer contribution / active EE | $5,334 | $5,286+0.9% | $4,933+8.1% | $4,660+14.5% |
| Participant deferral / active EE | $12,981 | $8,428+54.0% | $8,070+60.9% | $6,688+94.1% |
| Admin fee / account holder | $10,892 | $15,044-27.6% | $12,998-16.2% | $13,397-18.7% |