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 8-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 | $64,656 | $100,773-35.8% | $88,946-27.3% | $142,382-54.6% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 17.41% | 70.18%-52.8pp | 57.82%-40.4pp | 217.08%-199.7pp |
| Employer contribution / active EE | $5,700 | $2,918+95.3% | $2,555+123.1% | $4,299+32.6% |
| Participant deferral / active EE | $12,966 | $5,230+147.9% | $4,581+183.0% | $6,507+99.2% |
| Admin fee / account holder | $3,678 | $9,693-62.1% | $8,261-55.5% | $12,624-70.9% |