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 | $61,976 | $177,572-65.1% | $154,803-60.0% | $142,382-56.5% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 21.33% | 65.07%-43.7pp | 58.88%-37.5pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,989 | $4,810-58.7% | $4,305-53.8% | $4,299-53.7% |
| Participant deferral / active EE | $8,139 | $6,272+29.8% | $5,540+46.9% | $6,507+25.1% |
| Admin fee / account holder | $309 | $16,786-98.2% | $14,329-97.8% | $12,624-97.6% |