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 | $63,078 | $148,534-57.5% | $135,903-53.6% | $139,434-54.8% |
| Participation rate | 95.5% | 83.9%+11.6pp | 81.9%+13.5pp | 80.3%+15.1pp |
| Annual return | 27.38% | 79.19%-51.8pp | 68.23%-40.9pp | 372.94%-345.6pp |
| Employer contribution / active EE | $3,652 | $5,243-30.4% | $4,856-24.8% | $4,751-23.1% |
| Participant deferral / active EE | $9,583 | $8,100+18.3% | $7,758+23.5% | $6,710+42.8% |
| Admin fee / account holder | $2,908 | $12,400-76.5% | $10,762-73.0% | $11,403-74.5% |