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 | $67,602 | $159,602-57.6% | $150,045-54.9% | $142,382-52.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 20.80% | 70.24%-49.4pp | 62.55%-41.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,852 | $4,961-42.5% | $4,693-39.2% | $4,299-33.7% |
| Participant deferral / active EE | $9,957 | $8,310+19.8% | $7,997+24.5% | $6,507+53.0% |
| Admin fee / account holder | $556 | $14,846-96.3% | $13,435-95.9% | $12,624-95.6% |