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 | $62,061 | $159,602-61.1% | $150,045-58.6% | $142,382-56.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 12.50% | 70.24%-57.7pp | 62.55%-50.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,911 | $4,961-41.3% | $4,693-38.0% | $4,299-32.3% |
| Participant deferral / active EE | $13,917 | $8,310+67.5% | $7,997+74.0% | $6,507+113.9% |
| Admin fee / account holder | $36,618 | $14,846+146.6% | $13,435+172.6% | $12,624+190.1% |