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 | $60,052 | $177,572-66.2% | $154,803-61.2% | $142,382-57.8% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 21.09% | 65.07%-44.0pp | 58.88%-37.8pp | 217.08%-196.0pp |
| Employer contribution / active EE | $2,330 | $4,810-51.6% | $4,305-45.9% | $4,299-45.8% |
| Participant deferral / active EE | $9,006 | $6,272+43.6% | $5,540+62.5% | $6,507+38.4% |
| Admin fee / account holder | $455 | $16,786-97.3% | $14,329-96.8% | $12,624-96.4% |