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 10-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 | $59,515 | $183,963-67.6% | $162,163-63.3% | $152,861-61.1% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.4%+6.4pp |
| Annual return | 27.55% | 150.76%-123.2pp | 115.59%-88.0pp | 345.32%-317.8pp |
| Employer contribution / active EE | $5,659 | $6,371-11.2% | $5,614+0.8% | $4,762+18.8% |
| Participant deferral / active EE | $8,621 | $8,034+7.3% | $7,298+18.1% | $5,850+47.4% |
| Admin fee / account holder | $932 | $13,121-92.9% | $10,843-91.4% | $11,596-92.0% |