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 | $63,442 | $102,317-38.0% | $146,958-56.8% | $80,856-21.5% |
| Participation rate | 82.1% | 75.8%+6.3pp | 82.2%0pp | 67.6%+14.5pp |
| Annual return | 16.99% | 134.76%-117.8pp | 418.34%-401.3pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,023 | $3,713-72.5% | $4,933-79.3% | $2,755-62.9% |
| Participant deferral / active EE | $9,235 | $6,644+39.0% | $8,070+14.4% | $4,296+115.0% |
| Admin fee / account holder | $1,288 | $7,941-83.8% | $12,998-90.1% | $6,918-81.4% |