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 | $63,132 | $209,411-69.9% | $178,490-64.6% | $158,922-60.3% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 13.12% | 188.75%-175.6pp | 151.07%-138.0pp | 302.83%-289.7pp |
| Employer contribution / active EE | $3,230 | $5,706-43.4% | $5,011-35.5% | $4,761-32.2% |
| Participant deferral / active EE | $5,745 | $5,954-3.5% | $5,202+10.4% | $5,982-4.0% |
| Admin fee / account holder | $5,379 | $17,074-68.5% | $13,984-61.5% | $11,246-52.2% |