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 | $56,365 | $148,534-62.1% | $135,903-58.5% | $139,434-59.6% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 19.33% | 79.19%-59.9pp | 68.23%-48.9pp | 372.94%-353.6pp |
| Employer contribution / active EE | $9,748 | $5,243+85.9% | $4,856+100.7% | $4,751+105.2% |
| Participant deferral / active EE | $15,802 | $8,100+95.1% | $7,758+103.7% | $6,710+135.5% |
| Admin fee / account holder | $1,112 | $12,400-91.0% | $10,762-89.7% | $11,403-90.2% |