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 | $65,281 | $214,378-69.5% | $200,582-67.5% | $142,382-54.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 14.91% | 46.41%-31.5pp | 42.33%-27.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,834 | $6,841-44.0% | $6,419-40.3% | $4,299-10.8% |
| Participant deferral / active EE | $10,875 | $9,865+10.2% | $9,331+16.5% | $6,507+67.1% |
| Admin fee / account holder | $1,279 | $17,692-92.8% | $16,305-92.2% | $12,624-89.9% |