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 | $59,374 | $159,602-62.8% | $150,045-60.4% | $142,382-58.3% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.3%+11.0pp | 80.1%+13.2pp |
| Annual return | 13.21% | 70.24%-57.0pp | 62.55%-49.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $4,421 | $4,961-10.9% | $4,693-5.8% | $4,299+2.8% |
| Participant deferral / active EE | $6,294 | $8,310-24.3% | $7,997-21.3% | $6,507-3.3% |
| Admin fee / account holder | $3,997 | $14,846-73.1% | $13,435-70.2% | $12,624-68.3% |