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 | $63,843 | $109,982-42.0% | $97,226-34.3% | $145,922-56.2% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.3pp | 80.3%-8.8pp |
| Annual return | 17.05% | 242.90%-225.9pp | 75.13%-58.1pp | 561.29%-544.2pp |
| Employer contribution / active EE | $3,876 | $3,084+25.7% | $2,729+42.0% | $4,660-16.8% |
| Participant deferral / active EE | $7,267 | $4,676+55.4% | $4,264+70.4% | $6,688+8.7% |
| Admin fee / account holder | $362 | $6,221-94.2% | $5,654-93.6% | $13,397-97.3% |