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 | $67,495 | $209,411-67.8% | $178,490-62.2% | $158,922-57.5% |
| Participation rate | 78.6% | 86.3%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 24.96% | 188.75%-163.8pp | 151.07%-126.1pp | 302.83%-277.9pp |
| Employer contribution / active EE | $2,997 | $5,706-47.5% | $5,011-40.2% | $4,761-37.1% |
| Participant deferral / active EE | $6,414 | $5,954+7.7% | $5,202+23.3% | $5,982+7.2% |
| Admin fee / account holder | $405 | $17,074-97.6% | $13,984-97.1% | $11,246-96.4% |