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 10-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 | $62,913 | $152,587-58.8% | $125,175-49.7% | $152,861-58.8% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.4%-11.0pp |
| Annual return | 24.30% | 54.84%-30.5pp | 43.79%-19.5pp | 345.32%-321.0pp |
| Employer contribution / active EE | $4,122 | $4,946-16.7% | $3,865+6.6% | $4,762-13.4% |
| Participant deferral / active EE | $5,144 | $5,868-12.3% | $4,937+4.2% | $5,850-12.1% |
| Admin fee / account holder | $573 | $13,434-95.7% | $9,702-94.1% | $11,596-95.1% |