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 | $62,017 | $177,572-65.1% | $154,803-59.9% | $142,382-56.4% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 18.94% | 65.07%-46.1pp | 58.88%-39.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,113 | $4,810-76.9% | $4,305-74.1% | $4,299-74.1% |
| Participant deferral / active EE | $5,733 | $6,272-8.6% | $5,540+3.5% | $6,507-11.9% |
| Admin fee / account holder | $991 | $16,786-94.1% | $14,329-93.1% | $12,624-92.2% |