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 | $70,876 | $114,381-38.0% | $107,525-34.1% | $142,382-50.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 213.84% | 242.71%-28.9pp | 181.32%+32.5pp | 217.08%-3.2pp |
| Employer contribution / active EE | $6,124 | $4,015+52.5% | $3,754+63.2% | $4,299+42.5% |
| Participant deferral / active EE | $2,653 | $5,564-52.3% | $5,116-48.1% | $6,507-59.2% |
| Admin fee / account holder | $2,874 | $9,860-70.9% | $8,919-67.8% | $12,624-77.2% |