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 | $76,411 | $183,519-58.4% | $155,509-50.9% | $145,922-47.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.84% | 61.17%-51.3pp | 64.67%-54.8pp | 561.29%-551.4pp |
| Employer contribution / active EE | $4,482 | $5,313-15.6% | $4,672-4.1% | $4,660-3.8% |
| Participant deferral / active EE | $11,303 | $6,462+74.9% | $5,626+100.9% | $6,688+69.0% |
| Admin fee / account holder | $57,239 | $19,313+196.4% | $15,912+259.7% | $13,397+327.2% |