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 6-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 | $64,022 | $177,572-63.9% | $154,803-58.6% | $142,382-55.0% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 22.44% | 65.07%-42.6pp | 58.88%-36.4pp | 217.08%-194.6pp |
| Employer contribution / active EE | $2,717 | $4,810-43.5% | $4,305-36.9% | $4,299-36.8% |
| Participant deferral / active EE | $5,938 | $6,272-5.3% | $5,540+7.2% | $6,507-8.7% |
| Admin fee / account holder | $1,231 | $16,786-92.7% | $14,329-91.4% | $12,624-90.3% |