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 3-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 | $54,842 | $214,378-74.4% | $200,582-72.7% | $142,382-61.5% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 80.56% | 46.41%+34.2pp | 42.33%+38.2pp | 217.08%-136.5pp |
| Employer contribution / active EE | $15,776 | $6,841+130.6% | $6,419+145.8% | $4,299+267.0% |
| Participant deferral / active EE | $11,311 | $9,865+14.7% | $9,331+21.2% | $6,507+73.8% |
| Admin fee / account holder | $2,073 | $17,692-88.3% | $16,305-87.3% | $12,624-83.6% |