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 | $69,834 | $148,534-53.0% | $135,903-48.6% | $139,434-49.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 19.36% | 79.19%-59.8pp | 68.23%-48.9pp | 372.94%-353.6pp |
| Employer contribution / active EE | $3,621 | $5,243-30.9% | $4,856-25.4% | $4,751-23.8% |
| Participant deferral / active EE | $8,432 | $8,100+4.1% | $7,758+8.7% | $6,710+25.7% |
| Admin fee / account holder | $1,670 | $12,400-86.5% | $10,762-84.5% | $11,403-85.4% |