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 9-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 | $62,923 | $148,534-57.6% | $135,903-53.7% | $139,434-54.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 23.74% | 79.19%-55.4pp | 68.23%-44.5pp | 372.94%-349.2pp |
| Employer contribution / active EE | $3,681 | $5,243-29.8% | $4,856-24.2% | $4,751-22.5% |
| Participant deferral / active EE | $7,517 | $8,100-7.2% | $7,758-3.1% | $6,710+12.0% |
| Admin fee / account holder | $7,366 | $12,400-40.6% | $10,762-31.6% | $11,403-35.4% |