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 4-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 | $66,648 | $177,572-62.5% | $154,803-56.9% | $142,382-53.2% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 45.53% | 65.07%-19.5pp | 58.88%-13.4pp | 217.08%-171.5pp |
| Employer contribution / active EE | $3,354 | $4,810-30.3% | $4,305-22.1% | $4,299-22.0% |
| Participant deferral / active EE | $7,045 | $6,272+12.3% | $5,540+27.2% | $6,507+8.3% |
| Admin fee / account holder | $12,120 | $16,786-27.8% | $14,329-15.4% | $12,624-4.0% |