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 | $66,247 | $185,822-64.3% | $169,993-61.0% | $139,434-52.5% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 20.36% | 60.50%-40.1pp | 53.37%-33.0pp | 372.94%-352.6pp |
| Employer contribution / active EE | $2,772 | $7,590-63.5% | $6,785-59.1% | $4,751-41.7% |
| Participant deferral / active EE | $7,473 | $11,622-35.7% | $10,408-28.2% | $6,710+11.4% |
| Admin fee / account holder | $2,760 | $15,381-82.1% | $12,815-78.5% | $11,403-75.8% |