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 | $62,162 | $177,572-65.0% | $154,803-59.8% | $142,382-56.3% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 19.82% | 65.07%-45.2pp | 58.88%-39.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $4,504 | $4,810-6.4% | $4,305+4.6% | $4,299+4.8% |
| Participant deferral / active EE | $10,190 | $6,272+62.5% | $5,540+83.9% | $6,507+56.6% |
| Admin fee / account holder | $330 | $16,786-98.0% | $14,329-97.7% | $12,624-97.4% |