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 9-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 | $58,833 | $209,411-71.9% | $178,490-67.0% | $158,922-63.0% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 22.59% | 188.75%-166.2pp | 151.07%-128.5pp | 302.83%-280.2pp |
| Employer contribution / active EE | $6,394 | $5,706+12.0% | $5,011+27.6% | $4,761+34.3% |
| Participant deferral / active EE | $2,644 | $5,954-55.6% | $5,202-49.2% | $5,982-55.8% |
| Admin fee / account holder | $1,503 | $17,074-91.2% | $13,984-89.3% | $11,246-86.6% |