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 4-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 | $71,121 | $183,519-61.2% | $155,509-54.3% | $145,922-51.3% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 14.51% | 61.17%-46.7pp | 64.67%-50.2pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,859 | $5,313-46.2% | $4,672-38.8% | $4,660-38.6% |
| Participant deferral / active EE | $7,129 | $6,462+10.3% | $5,626+26.7% | $6,688+6.6% |
| Admin fee / account holder | $1,020 | $19,313-94.7% | $15,912-93.6% | $13,397-92.4% |