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 | $70,426 | $74,888-6.0% | $71,209-1.1% | $142,382-50.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 15.59% | 345.14%-329.6pp | 282.51%-266.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,955 | $2,854-31.5% | $2,721-28.1% | $4,299-54.5% |
| Participant deferral / active EE | $3,303 | $4,454-25.8% | $4,175-20.9% | $6,507-49.2% |
| Admin fee / account holder | $874 | $5,568-84.3% | $5,349-83.7% | $12,624-93.1% |