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 | $67,494 | $159,901-57.8% | $146,958-54.1% | $145,922-53.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 21.19% | 98.13%-76.9pp | 418.34%-397.1pp | 561.29%-540.1pp |
| Employer contribution / active EE | $4,987 | $5,286-5.7% | $4,933+1.1% | $4,660+7.0% |
| Participant deferral / active EE | $10,507 | $8,428+24.7% | $8,070+30.2% | $6,688+57.1% |
| Admin fee / account holder | $2,087 | $15,044-86.1% | $12,998-83.9% | $13,397-84.4% |