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 | $87,360 | $183,519-52.4% | $155,509-43.8% | $145,922-40.1% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 52.85% | 61.17%-8.3pp | 64.67%-11.8pp | 561.29%-508.4pp |
| Employer contribution / active EE | $10,215 | $5,313+92.3% | $4,672+118.6% | $4,660+119.2% |
| Participant deferral / active EE | $15,966 | $6,462+147.1% | $5,626+183.8% | $6,688+138.7% |
| Admin fee / account holder | $1,698 | $19,313-91.2% | $15,912-89.3% | $13,397-87.3% |