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 | $62,867 | $177,572-64.6% | $154,803-59.4% | $142,382-55.8% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 11.83% | 65.07%-53.2pp | 58.88%-47.0pp | 217.08%-205.2pp |
| Employer contribution / active EE | $5,746 | $4,810+19.4% | $4,305+33.5% | $4,299+33.7% |
| Participant deferral / active EE | $5,775 | $6,272-7.9% | $5,540+4.2% | $6,507-11.3% |
| Admin fee / account holder | $1,364 | $16,786-91.9% | $14,329-90.5% | $12,624-89.2% |