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 | $65,520 | $95,266-31.2% | $82,389-20.5% | $142,382-54.0% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.5%+8.2pp | 80.1%-2.3pp |
| Annual return | 205.20% | 25.74%+179.5pp | 28.67%+176.5pp | 217.08%-11.9pp |
| Employer contribution / active EE | $2,523 | $2,991-15.6% | $2,517+0.2% | $4,299-41.3% |
| Participant deferral / active EE | $6,324 | $4,809+31.5% | $4,155+52.2% | $6,507-2.8% |
| Admin fee / account holder | $1,261 | $8,563-85.3% | $7,231-82.6% | $12,624-90.0% |