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 6-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 | $58,079 | $177,572-67.3% | $154,803-62.5% | $142,382-59.2% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.1%+17.2pp | 80.1%+15.1pp |
| Annual return | 18.86% | 65.07%-46.2pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $4,869 | $4,810+1.2% | $4,305+13.1% | $4,299+13.3% |
| Participant deferral / active EE | $10,917 | $6,272+74.1% | $5,540+97.0% | $6,507+67.8% |
| Admin fee / account holder | $7,207 | $16,786-57.1% | $14,329-49.7% | $12,624-42.9% |