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 | $65,817 | $183,519-64.1% | $155,509-57.7% | $145,922-54.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 13.69% | 61.17%-47.5pp | 64.67%-51.0pp | 561.29%-547.6pp |
| Employer contribution / active EE | $8,179 | $5,313+53.9% | $4,672+75.0% | $4,660+75.5% |
| Participant deferral / active EE | $5,351 | $6,462-17.2% | $5,626-4.9% | $6,688-20.0% |
| Admin fee / account holder | $2,761 | $19,313-85.7% | $15,912-82.7% | $13,397-79.4% |