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 | $69,618 | $179,726-61.3% | $156,263-55.4% | $142,382-51.1% |
| Participation rate | 81.8% | 82.1%-0.3pp | 78.9%+2.9pp | 80.1%+1.7pp |
| Annual return | 18.07% | 77.86%-59.8pp | 59.47%-41.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,213 | $5,069-56.3% | $4,333-48.9% | $4,299-48.5% |
| Participant deferral / active EE | $7,575 | $6,956+8.9% | $6,158+23.0% | $6,507+16.4% |
| Admin fee / account holder | $10,126 | $17,272-41.4% | $14,255-29.0% | $12,624-19.8% |