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 | $67,619 | $89,753-24.7% | $107,525-37.1% | $84,808-20.3% |
| Participation rate | 82.1% | 68.1%+14.1pp | 75.1%+7.1pp | 68.3%+13.8pp |
| Annual return | 25.48% | 29.48%-4.0pp | 181.32%-155.8pp | 40.90%-15.4pp |
| Employer contribution / active EE | $3,248 | $3,113+4.3% | $3,754-13.5% | $2,631+23.4% |
| Participant deferral / active EE | $4,955 | $4,056+22.2% | $5,116-3.1% | $4,212+17.7% |
| Admin fee / account holder | $945 | $7,222-86.9% | $8,919-89.4% | $7,344-87.1% |