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 | $61,969 | $177,572-65.1% | $154,803-60.0% | $142,382-56.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 15.23% | 65.07%-49.8pp | 58.88%-43.7pp | 217.08%-201.8pp |
| Employer contribution / active EE | $10,890 | $4,810+126.4% | $4,305+152.9% | $4,299+153.3% |
| Participant deferral / active EE | $4,123 | $6,272-34.3% | $5,540-25.6% | $6,507-36.6% |
| Admin fee / account holder | $509 | $16,786-97.0% | $14,329-96.4% | $12,624-96.0% |