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 | $59,325 | $165,984-64.3% | $164,813-64.0% | $145,922-59.3% |
| Participation rate | 91.3% | 82.0%+9.3pp | 78.6%+12.7pp | 80.3%+11.0pp |
| Annual return | 16.00% | 100.03%-84.0pp | 69.93%-53.9pp | 561.29%-545.3pp |
| Employer contribution / active EE | $5,956 | $5,273+13.0% | $4,341+37.2% | $4,660+27.8% |
| Participant deferral / active EE | $6,190 | $6,959-11.1% | $6,031+2.6% | $6,688-7.4% |
| Admin fee / account holder | $16,545 | $16,648-0.6% | $12,690+30.4% | $13,397+23.5% |