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 5-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 | $65,881 | $159,901-58.8% | $146,958-55.2% | $145,922-54.9% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-6.9pp |
| Annual return | 29.75% | 98.13%-68.4pp | 418.34%-388.6pp | 561.29%-531.5pp |
| Employer contribution / active EE | $4,981 | $5,286-5.8% | $4,933+1.0% | $4,660+6.9% |
| Participant deferral / active EE | $3,776 | $8,428-55.2% | $8,070-53.2% | $6,688-43.5% |
| Admin fee / account holder | $2,108 | $15,044-86.0% | $12,998-83.8% | $13,397-84.3% |