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 | $53,543 | $179,726-70.2% | $156,263-65.7% | $142,382-62.4% |
| Participation rate | 84.2% | 82.1%+2.1pp | 78.9%+5.3pp | 80.1%+4.1pp |
| Annual return | 13.81% | 77.86%-64.1pp | 59.47%-45.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $6,323 | $5,069+24.7% | $4,333+45.9% | $4,299+47.1% |
| Participant deferral / active EE | $4,919 | $6,956-29.3% | $6,158-20.1% | $6,507-24.4% |
| Admin fee / account holder | $747 | $17,272-95.7% | $14,255-94.8% | $12,624-94.1% |