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 | $58,093 | $159,602-63.6% | $150,045-61.3% | $142,382-59.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 40.47% | 70.24%-29.8pp | 62.55%-22.1pp | 217.08%-176.6pp |
| Employer contribution / active EE | $5,766 | $4,961+16.2% | $4,693+22.9% | $4,299+34.1% |
| Participant deferral / active EE | $13,675 | $8,310+64.6% | $7,997+71.0% | $6,507+110.2% |
| Admin fee / account holder | $2,410 | $14,846-83.8% | $13,435-82.1% | $12,624-80.9% |