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 10-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 | $58,882 | $183,519-67.9% | $155,509-62.1% | $145,922-59.6% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 13.18% | 61.17%-48.0pp | 64.67%-51.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $5,958 | $5,313+12.2% | $4,672+27.5% | $4,660+27.9% |
| Participant deferral / active EE | $4,500 | $6,462-30.4% | $5,626-20.0% | $6,688-32.7% |
| Admin fee / account holder | $4,513 | $19,313-76.6% | $15,912-71.6% | $13,397-66.3% |