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 3-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 | $64,848 | $159,901-59.4% | $146,958-55.9% | $145,922-55.6% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.2pp | 80.3%-3.4pp |
| Annual return | 21.25% | 98.13%-76.9pp | 418.34%-397.1pp | 561.29%-540.0pp |
| Employer contribution / active EE | $4,951 | $5,286-6.3% | $4,933+0.4% | $4,660+6.2% |
| Participant deferral / active EE | $9,693 | $8,428+15.0% | $8,070+20.1% | $6,688+44.9% |
| Admin fee / account holder | $8,238 | $15,044-45.2% | $12,998-36.6% | $13,397-38.5% |