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 7-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 | $62,470 | $159,602-60.9% | $150,045-58.4% | $142,382-56.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.56% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $4,969 | $4,961+0.2% | $4,693+5.9% | $4,299+15.6% |
| Participant deferral / active EE | $9,780 | $8,310+17.7% | $7,997+22.3% | $6,507+50.3% |
| Admin fee / account holder | $5,180 | $14,846-65.1% | $13,435-61.4% | $12,624-59.0% |