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 4-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 | $112,672 | $210,648-46.5% | $177,989-36.7% | $145,922-22.8% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 8.96% | 385.86%-376.9pp | 294.48%-285.5pp | 561.29%-552.3pp |
| Employer contribution / active EE | $5,913 | $4,565+29.5% | $3,949+49.7% | $4,660+26.9% |
| Participant deferral / active EE | $11,010 | $6,958+58.2% | $6,276+75.4% | $6,688+64.6% |
| Admin fee / account holder | $17,207 | $12,013+43.2% | $10,363+66.0% | $13,397+28.4% |