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 | $55,864 | $111,724-50.0% | $93,606-40.3% | $145,922-61.7% |
| Participation rate | 91.7% | 74.2%+17.5pp | 68.7%+22.9pp | 80.3%+11.4pp |
| Annual return | 17.16% | 202.98%-185.8pp | 133.20%-116.0pp | 561.29%-544.1pp |
| Employer contribution / active EE | $5,549 | $3,090+79.6% | $2,420+129.3% | $4,660+19.1% |
| Participant deferral / active EE | $8,884 | $4,912+80.9% | $4,411+101.4% | $6,688+32.8% |
| Admin fee / account holder | $523 | $10,250-94.9% | $8,285-93.7% | $13,397-96.1% |