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 8-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 | $63,650 | $202,432-68.6% | $169,368-62.4% | $139,434-54.4% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 16.17% | 531.74%-515.6pp | 405.60%-389.4pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,340 | $4,692-71.5% | $4,013-66.6% | $4,751-71.8% |
| Participant deferral / active EE | $5,817 | $6,938-16.2% | $6,221-6.5% | $6,710-13.3% |
| Admin fee / account holder | $7,308 | $10,708-31.8% | $9,003-18.8% | $11,403-35.9% |