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 | $65,283 | $159,602-59.1% | $150,045-56.5% | $142,382-54.1% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 16.96% | 70.24%-53.3pp | 62.55%-45.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,716 | $4,961-45.3% | $4,693-42.1% | $4,299-36.8% |
| Participant deferral / active EE | $8,852 | $8,310+6.5% | $7,997+10.7% | $6,507+36.0% |
| Admin fee / account holder | $1,359 | $14,846-90.8% | $13,435-89.9% | $12,624-89.2% |