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 | $63,872 | $133,922-52.3% | $116,228-45.0% | $142,382-55.1% |
| Participation rate | 94.1% | 77.9%+16.3pp | 74.6%+19.6pp | 80.1%+14.0pp |
| Annual return | 15.14% | 147.76%-132.6pp | 90.06%-74.9pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,503 | $3,446-27.4% | $2,994-16.4% | $4,299-41.8% |
| Participant deferral / active EE | $4,988 | $5,672-12.1% | $4,953+0.7% | $6,507-23.3% |
| Admin fee / account holder | $6,882 | $14,945-54.0% | $11,989-42.6% | $12,624-45.5% |