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 | $27,780 | $159,901-82.6% | $146,958-81.1% | $145,922-81.0% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 14.18% | 98.13%-84.0pp | 418.34%-404.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $5,100 | $5,286-3.5% | $4,933+3.4% | $4,660+9.4% |
| Participant deferral / active EE | $8,729 | $8,428+3.6% | $8,070+8.2% | $6,688+30.5% |
| Admin fee / account holder | $6,916 | $15,044-54.0% | $12,998-46.8% | $13,397-48.4% |