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 | $59,486 | $177,572-66.5% | $154,803-61.6% | $142,382-58.2% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 28.33% | 65.07%-36.7pp | 58.88%-30.6pp | 217.08%-188.8pp |
| Employer contribution / active EE | $2,087 | $4,810-56.6% | $4,305-51.5% | $4,299-51.5% |
| Participant deferral / active EE | $3,917 | $6,272-37.5% | $5,540-29.3% | $6,507-39.8% |
| Admin fee / account holder | $890 | $16,786-94.7% | $14,329-93.8% | $12,624-92.9% |