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 | $72,719 | $159,901-54.5% | $146,958-50.5% | $145,922-50.2% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 19.20% | 98.13%-78.9pp | 418.34%-399.1pp | 561.29%-542.1pp |
| Employer contribution / active EE | $2,587 | $5,286-51.1% | $4,933-47.6% | $4,660-44.5% |
| Participant deferral / active EE | $6,421 | $8,428-23.8% | $8,070-20.4% | $6,688-4.0% |
| Admin fee / account holder | $1,098 | $15,044-92.7% | $12,998-91.6% | $13,397-91.8% |