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 6-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 | $66,774 | $106,584-37.4% | $101,326-34.1% | $142,382-53.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 81.5%+4.2pp | 80.1%+5.6pp |
| Annual return | 17.99% | 36.93%-18.9pp | 36.82%-18.8pp | 217.08%-199.1pp |
| Employer contribution / active EE | $6,085 | $3,956+53.8% | $3,665+66.0% | $4,299+41.5% |
| Participant deferral / active EE | $15,375 | $8,297+85.3% | $7,994+92.3% | $6,507+136.3% |
| Admin fee / account holder | $6,291 | $11,446-45.0% | $11,185-43.8% | $12,624-50.2% |