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 7-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 | $60,912 | $110,257-44.8% | $96,544-36.9% | $139,434-56.3% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 20.60% | 26.32%-5.7pp | 25.84%-5.2pp | 372.94%-352.3pp |
| Employer contribution / active EE | $4,110 | $3,620+13.5% | $2,965+38.6% | $4,751-13.5% |
| Participant deferral / active EE | $6,719 | $5,548+21.1% | $4,851+38.5% | $6,710+0.1% |
| Admin fee / account holder | $976 | $11,591-91.6% | $8,252-88.2% | $11,403-91.4% |