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 | $62,083 | $159,602-61.1% | $150,045-58.6% | $142,382-56.4% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 26.18% | 70.24%-44.1pp | 62.55%-36.4pp | 217.08%-190.9pp |
| Employer contribution / active EE | $6,144 | $4,961+23.9% | $4,693+30.9% | $4,299+42.9% |
| Participant deferral / active EE | $11,259 | $8,310+35.5% | $7,997+40.8% | $6,507+73.0% |
| Admin fee / account holder | $11,187 | $14,846-24.6% | $13,435-16.7% | $12,624-11.4% |