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 8-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 | $58,055 | $108,919-46.7% | $100,391-42.2% | $145,922-60.2% |
| Participation rate | 80.0% | 82.9%-2.9pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 12.37% | 57.88%-45.5pp | 49.20%-36.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $504 | $4,419-88.6% | $3,942-87.2% | $4,660-89.2% |
| Participant deferral / active EE | $8,252 | $8,445-2.3% | $8,082+2.1% | $6,688+23.4% |
| Admin fee / account holder | $6,993 | $9,689-27.8% | $7,899-11.5% | $13,397-47.8% |