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 4-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 | $60,781 | $105,181-42.2% | $159,436-61.9% | $85,850-29.2% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.8%+7.2pp | 69.3%+20.7pp |
| Annual return | 21.13% | 45.07%-23.9pp | 263.57%-242.4pp | 318.53%-297.4pp |
| Employer contribution / active EE | $5,187 | $3,318+56.3% | $4,829+7.4% | $2,565+102.2% |
| Participant deferral / active EE | $5,723 | $5,945-3.7% | $7,352-22.2% | $3,952+44.8% |
| Admin fee / account holder | $12,052 | $6,933+73.8% | $10,799+11.6% | $6,260+92.5% |