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 | $73,649 | $183,519-59.9% | $155,509-52.6% | $145,922-49.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 20.60% | 61.17%-40.6pp | 64.67%-44.1pp | 561.29%-540.7pp |
| Employer contribution / active EE | $3,493 | $5,313-34.3% | $4,672-25.3% | $4,660-25.0% |
| Participant deferral / active EE | $12,606 | $6,462+95.1% | $5,626+124.1% | $6,688+88.5% |
| Admin fee / account holder | $2,115 | $19,313-89.1% | $15,912-86.7% | $13,397-84.2% |