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 | $55,784 | $93,571-40.4% | $135,903-59.0% | $75,163-25.8% |
| Participation rate | 91.4% | 75.2%+16.2pp | 81.9%+9.5pp | 67.2%+24.2pp |
| Annual return | 44.89% | 30.90%+14.0pp | 68.23%-23.3pp | 160.62%-115.7pp |
| Employer contribution / active EE | $8,606 | $3,537+143.3% | $4,856+77.2% | $2,670+222.3% |
| Participant deferral / active EE | $18,559 | $6,404+189.8% | $7,758+139.2% | $4,125+349.9% |
| Admin fee / account holder | $3,713 | $6,975-46.8% | $10,762-65.5% | $5,651-34.3% |