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 | $60,509 | $133,922-54.8% | $116,228-47.9% | $142,382-57.5% |
| Participation rate | 81.3% | 77.9%+3.4pp | 74.6%+6.7pp | 80.1%+1.1pp |
| Annual return | 18.62% | 147.76%-129.1pp | 90.06%-71.4pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,672 | $3,446-22.5% | $2,994-10.8% | $4,299-37.9% |
| Participant deferral / active EE | $5,132 | $5,672-9.5% | $4,953+3.6% | $6,507-21.1% |
| Admin fee / account holder | $556 | $14,945-96.3% | $11,989-95.4% | $12,624-95.6% |