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 | $69,720 | $177,572-60.7% | $154,803-55.0% | $142,382-51.0% |
| Participation rate | 73.3% | 82.1%-8.7pp | 78.1%-4.7pp | 80.1%-6.8pp |
| Annual return | 20.14% | 65.07%-44.9pp | 58.88%-38.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,229 | $4,810-74.5% | $4,305-71.5% | $4,299-71.4% |
| Participant deferral / active EE | $4,311 | $6,272-31.3% | $5,540-22.2% | $6,507-33.8% |
| Admin fee / account holder | $4,325 | $16,786-74.2% | $14,329-69.8% | $12,624-65.7% |