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 3-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 | $59,555 | $159,901-62.8% | $146,958-59.5% | $145,922-59.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 12.25% | 98.13%-85.9pp | 418.34%-406.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $12,356 | $5,286+133.8% | $4,933+150.5% | $4,660+165.2% |
| Participant deferral / active EE | $15,969 | $8,428+89.5% | $8,070+97.9% | $6,688+138.8% |
| Admin fee / account holder | $2,726 | $15,044-81.9% | $12,998-79.0% | $13,397-79.7% |