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 | $56,517 | $99,877-43.4% | $84,966-33.5% | $145,922-61.3% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 8.95% | 83.76%-74.8pp | 66.38%-57.4pp | 561.29%-552.3pp |
| Employer contribution / active EE | $3,431 | $3,231+6.2% | $2,727+25.8% | $4,660-26.4% |
| Participant deferral / active EE | $7,552 | $5,291+42.7% | $4,519+67.1% | $6,688+12.9% |
| Admin fee / account holder | $786 | $7,248-89.2% | $6,149-87.2% | $13,397-94.1% |