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 | $57,249 | $114,381-49.9% | $107,525-46.8% | $142,382-59.8% |
| Participation rate | 78.6% | 78.1%+0.4pp | 75.1%+3.5pp | 80.1%-1.5pp |
| Annual return | 34.62% | 242.71%-208.1pp | 181.32%-146.7pp | 217.08%-182.5pp |
| Employer contribution / active EE | $8,946 | $4,015+122.8% | $3,754+138.3% | $4,299+108.1% |
| Participant deferral / active EE | $7,966 | $5,564+43.2% | $5,116+55.7% | $6,507+22.4% |
| Admin fee / account holder | $2,525 | $9,860-74.4% | $8,919-71.7% | $12,624-80.0% |