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 | $71,498 | $183,519-61.0% | $155,509-54.0% | $145,922-51.0% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 16.08% | 61.17%-45.1pp | 64.67%-48.6pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,551 | $5,313-70.8% | $4,672-66.8% | $4,660-66.7% |
| Participant deferral / active EE | $6,524 | $6,462+0.9% | $5,626+16.0% | $6,688-2.5% |
| Admin fee / account holder | $1,696 | $19,313-91.2% | $15,912-89.3% | $13,397-87.3% |