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 | $62,191 | $183,519-66.1% | $155,509-60.0% | $145,922-57.4% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 50.52% | 61.17%-10.6pp | 64.67%-14.1pp | 561.29%-510.8pp |
| Employer contribution / active EE | $3,292 | $5,313-38.0% | $4,672-29.5% | $4,660-29.4% |
| Participant deferral / active EE | $8,015 | $6,462+24.0% | $5,626+42.5% | $6,688+19.8% |
| Admin fee / account holder | $7,021 | $19,313-63.6% | $15,912-55.9% | $13,397-47.6% |