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 | $62,420 | $71,050-12.1% | $93,606-33.3% | $80,856-22.8% |
| Participation rate | 95.1% | 60.4%+34.7pp | 68.7%+26.4pp | 67.6%+27.5pp |
| Annual return | 94.28% | 11.26%+83.0pp | 133.20%-38.9pp | 35.59%+58.7pp |
| Employer contribution / active EE | $9,811 | $1,564+527.4% | $2,420+305.4% | $2,755+256.1% |
| Participant deferral / active EE | $13,450 | $4,034+233.5% | $4,411+204.9% | $4,296+213.1% |
| Admin fee / account holder | $4,371 | $6,945-37.1% | $8,285-47.2% | $6,918-36.8% |