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 | $64,090 | $165,984-61.4% | $164,813-61.1% | $145,922-56.1% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 13.07% | 100.03%-87.0pp | 69.93%-56.9pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,954 | $5,273-44.0% | $4,341-31.9% | $4,660-36.6% |
| Participant deferral / active EE | $6,190 | $6,959-11.0% | $6,031+2.6% | $6,688-7.4% |
| Admin fee / account holder | $12,621 | $16,648-24.2% | $12,690-0.5% | $13,397-5.8% |