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 | $61,395 | $177,572-65.4% | $154,803-60.3% | $142,382-56.9% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 18.19% | 65.07%-46.9pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $4,179 | $4,810-13.1% | $4,305-2.9% | $4,299-2.8% |
| Participant deferral / active EE | $5,062 | $6,272-19.3% | $5,540-8.6% | $6,507-22.2% |
| Admin fee / account holder | $2,352 | $16,786-86.0% | $14,329-83.6% | $12,624-81.4% |