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 | $59,351 | $183,519-67.7% | $155,509-61.8% | $145,922-59.3% |
| Participation rate | 82.4% | 82.7%-0.3pp | 78.2%+4.2pp | 80.3%+2.1pp |
| Annual return | 13.71% | 61.17%-47.5pp | 64.67%-51.0pp | 561.29%-547.6pp |
| Employer contribution / active EE | $4,750 | $5,313-10.6% | $4,672+1.7% | $4,660+1.9% |
| Participant deferral / active EE | $6,755 | $6,462+4.5% | $5,626+20.1% | $6,688+1.0% |
| Admin fee / account holder | $1,946 | $19,313-89.9% | $15,912-87.8% | $13,397-85.5% |