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 8-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 | $64,887 | $91,190-28.8% | $178,490-63.6% | $79,858-18.7% |
| Participation rate | 93.9% | 69.2%+24.7pp | 81.9%+12.0pp | 69.6%+24.2pp |
| Annual return | 20.51% | 24.19%-3.7pp | 151.07%-130.6pp | 31.71%-11.2pp |
| Employer contribution / active EE | $9,774 | $3,256+200.2% | $5,011+95.1% | $2,471+295.6% |
| Participant deferral / active EE | $5,501 | $3,236+70.0% | $5,202+5.8% | $3,740+47.1% |
| Admin fee / account holder | $1,751 | $6,751-74.1% | $13,984-87.5% | $5,306-67.0% |