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 | $60,838 | $159,901-62.0% | $146,958-58.6% | $145,922-58.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 13.82% | 98.13%-84.3pp | 418.34%-404.5pp | 561.29%-547.5pp |
| Employer contribution / active EE | $3,925 | $5,286-25.7% | $4,933-20.4% | $4,660-15.8% |
| Participant deferral / active EE | $13,189 | $8,428+56.5% | $8,070+63.4% | $6,688+97.2% |
| Admin fee / account holder | $26,224 | $15,044+74.3% | $12,998+101.8% | $13,397+95.7% |