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 | $70,213 | $177,572-60.5% | $154,803-54.6% | $142,382-50.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 13.62% | 65.07%-51.4pp | 58.88%-45.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,242 | $4,810-53.4% | $4,305-47.9% | $4,299-47.9% |
| Participant deferral / active EE | $9,079 | $6,272+44.8% | $5,540+63.9% | $6,507+39.5% |
| Admin fee / account holder | $3,062 | $16,786-81.8% | $14,329-78.6% | $12,624-75.7% |