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 | $60,038 | $159,602-62.4% | $150,045-60.0% | $142,382-57.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 12.64% | 70.24%-57.6pp | 62.55%-49.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $8,179 | $4,961+64.9% | $4,693+74.3% | $4,299+90.2% |
| Participant deferral / active EE | $10,522 | $8,310+26.6% | $7,997+31.6% | $6,507+61.7% |
| Admin fee / account holder | $20,878 | $14,846+40.6% | $13,435+55.4% | $12,624+65.4% |