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 | $56,061 | $148,534-62.3% | $135,903-58.7% | $139,434-59.8% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | 34.35% | 79.19%-44.8pp | 68.23%-33.9pp | 372.94%-338.6pp |
| Employer contribution / active EE | $5,397 | $5,243+2.9% | $4,856+11.1% | $4,751+13.6% |
| Participant deferral / active EE | $11,461 | $8,100+41.5% | $7,758+47.7% | $6,710+70.8% |
| Admin fee / account holder | $3,118 | $12,400-74.9% | $10,762-71.0% | $11,403-72.7% |