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 7-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 | $51,718 | $183,519-71.8% | $155,509-66.7% | $145,922-64.6% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 13.78% | 61.17%-47.4pp | 64.67%-50.9pp | 561.29%-547.5pp |
| Employer contribution / active EE | $6,680 | $5,313+25.7% | $4,672+43.0% | $4,660+43.4% |
| Participant deferral / active EE | $14,395 | $6,462+122.8% | $5,626+155.9% | $6,688+115.2% |
| Admin fee / account holder | $1,112 | $19,313-94.2% | $15,912-93.0% | $13,397-91.7% |