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 | $60,579 | $175,202-65.4% | $149,673-59.5% | $139,434-56.6% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 17.20% | 166.71%-149.5pp | 134.42%-117.2pp | 372.94%-355.7pp |
| Employer contribution / active EE | $5,571 | $5,474+1.8% | $4,818+15.6% | $4,751+17.3% |
| Participant deferral / active EE | $2,250 | $6,519-65.5% | $5,680-60.4% | $6,710-66.5% |
| Admin fee / account holder | $796 | $16,150-95.1% | $13,210-94.0% | $11,403-93.0% |