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 | $66,800 | $214,378-68.8% | $200,582-66.7% | $142,382-53.1% |
| Participation rate | 82.4% | 87.4%-5.1pp | 86.9%-4.5pp | 80.1%+2.2pp |
| Annual return | 25.47% | 46.41%-20.9pp | 42.33%-16.9pp | 217.08%-191.6pp |
| Employer contribution / active EE | $7,726 | $6,841+12.9% | $6,419+20.4% | $4,299+79.7% |
| Participant deferral / active EE | $11,178 | $9,865+13.3% | $9,331+19.8% | $6,507+71.8% |
| Admin fee / account holder | $13,271 | $17,692-25.0% | $16,305-18.6% | $12,624+5.1% |