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 | $35,962 | $183,519-80.4% | $155,509-76.9% | $145,922-75.4% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 22.27% | 61.17%-38.9pp | 64.67%-42.4pp | 561.29%-539.0pp |
| Employer contribution / active EE | $7,554 | $5,313+42.2% | $4,672+61.7% | $4,660+62.1% |
| Participant deferral / active EE | $14,210 | $6,462+119.9% | $5,626+152.6% | $6,688+112.5% |
| Admin fee / account holder | $52,588 | $19,313+172.3% | $15,912+230.5% | $13,397+292.5% |