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 | $65,566 | $159,901-59.0% | $146,958-55.4% | $145,922-55.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 15.76% | 98.13%-82.4pp | 418.34%-402.6pp | 561.29%-545.5pp |
| Employer contribution / active EE | $4,787 | $5,286-9.4% | $4,933-3.0% | $4,660+2.7% |
| Participant deferral / active EE | $8,648 | $8,428+2.6% | $8,070+7.2% | $6,688+29.3% |
| Admin fee / account holder | $3,108 | $15,044-79.3% | $12,998-76.1% | $13,397-76.8% |