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 7-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 | $66,956 | $159,602-58.0% | $150,045-55.4% | $142,382-53.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 12.46% | 70.24%-57.8pp | 62.55%-50.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $6,072 | $4,961+22.4% | $4,693+29.4% | $4,299+41.2% |
| Participant deferral / active EE | $10,434 | $8,310+25.6% | $7,997+30.5% | $6,507+60.3% |
| Admin fee / account holder | $30,369 | $14,846+104.6% | $13,435+126.0% | $12,624+140.6% |