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 | $59,399 | $159,602-62.8% | $150,045-60.4% | $142,382-58.3% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.3%+11.0pp | 80.1%+13.2pp |
| Annual return | 21.06% | 70.24%-49.2pp | 62.55%-41.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $6,151 | $4,961+24.0% | $4,693+31.1% | $4,299+43.1% |
| Participant deferral / active EE | $10,839 | $8,310+30.4% | $7,997+35.5% | $6,507+66.6% |
| Admin fee / account holder | $3,340 | $14,846-77.5% | $13,435-75.1% | $12,624-73.5% |