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 5-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 | $70,623 | $109,413-35.5% | $156,263-54.8% | $84,808-16.7% |
| Participation rate | 97.6% | 72.7%+24.9pp | 78.9%+18.7pp | 68.3%+29.2pp |
| Annual return | 20.13% | 20.18%0pp | 59.47%-39.3pp | 40.90%-20.8pp |
| Employer contribution / active EE | $6,690 | $2,907+130.1% | $4,333+54.4% | $2,631+154.3% |
| Participant deferral / active EE | $13,299 | $4,590+189.8% | $6,158+115.9% | $4,212+215.8% |
| Admin fee / account holder | $1,792 | $9,357-80.8% | $14,255-87.4% | $7,344-75.6% |