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 | $67,288 | $217,402-69.0% | $185,823-63.8% | $167,490-59.8% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 26.27% | 148.36%-122.1pp | 122.05%-95.8pp | 478.56%-452.3pp |
| Employer contribution / active EE | $1,714 | $5,873-70.8% | $5,167-66.8% | $4,837-64.6% |
| Participant deferral / active EE | $5,970 | $6,356-6.1% | $5,568+7.2% | $6,341-5.8% |
| Admin fee / account holder | $486 | $19,811-97.5% | $16,237-97.0% | $12,309-96.1% |