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 | $35,411 | $148,534-76.2% | $135,903-73.9% | $139,434-74.6% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 14.46% | 79.19%-64.7pp | 68.23%-53.8pp | 372.94%-358.5pp |
| Employer contribution / active EE | $7,540 | $5,243+43.8% | $4,856+55.3% | $4,751+58.7% |
| Participant deferral / active EE | $13,047 | $8,100+61.1% | $7,758+68.2% | $6,710+94.4% |
| Admin fee / account holder | $8,072 | $12,400-34.9% | $10,762-25.0% | $11,403-29.2% |