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 6-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 | $62,324 | $99,877-37.6% | $84,966-26.6% | $145,922-57.3% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 15.65% | 83.76%-68.1pp | 66.38%-50.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $3,709 | $3,231+14.8% | $2,727+36.0% | $4,660-20.4% |
| Participant deferral / active EE | $9,739 | $5,291+84.1% | $4,519+115.5% | $6,688+45.6% |
| Admin fee / account holder | $4,021 | $7,248-44.5% | $6,149-34.6% | $13,397-70.0% |