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 | $62,618 | $214,378-70.8% | $200,582-68.8% | $142,382-56.0% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 19.74% | 46.41%-26.7pp | 42.33%-22.6pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,456 | $6,841-64.1% | $6,419-61.7% | $4,299-42.9% |
| Participant deferral / active EE | $7,233 | $9,865-26.7% | $9,331-22.5% | $6,507+11.1% |
| Admin fee / account holder | $690 | $17,692-96.1% | $16,305-95.8% | $12,624-94.5% |