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 | $66,874 | $177,572-62.3% | $154,803-56.8% | $142,382-53.0% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 14.53% | 65.07%-50.5pp | 58.88%-44.4pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,947 | $4,810-38.7% | $4,305-31.5% | $4,299-31.4% |
| Participant deferral / active EE | $6,680 | $6,272+6.5% | $5,540+20.6% | $6,507+2.7% |
| Admin fee / account holder | $1,143 | $16,786-93.2% | $14,329-92.0% | $12,624-90.9% |