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 4-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 | $63,152 | $114,381-44.8% | $107,525-41.3% | $142,382-55.6% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.1%+9.5pp | 80.1%+4.5pp |
| Annual return | 20.21% | 242.71%-222.5pp | 181.32%-161.1pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,422 | $4,015-39.7% | $3,754-35.5% | $4,299-43.7% |
| Participant deferral / active EE | $9,894 | $5,564+77.8% | $5,116+93.4% | $6,507+52.0% |
| Admin fee / account holder | $1,574 | $9,860-84.0% | $8,919-82.3% | $12,624-87.5% |