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 6-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 | $60,416 | $177,572-66.0% | $154,803-61.0% | $142,382-57.6% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 54.90% | 65.07%-10.2pp | 58.88%-4.0pp | 217.08%-162.2pp |
| Employer contribution / active EE | $5,457 | $4,810+13.4% | $4,305+26.8% | $4,299+26.9% |
| Participant deferral / active EE | $4,556 | $6,272-27.3% | $5,540-17.8% | $6,507-30.0% |
| Admin fee / account holder | $646 | $16,786-96.1% | $14,329-95.5% | $12,624-94.9% |