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 | $66,509 | $159,602-58.3% | $150,045-55.7% | $142,382-53.3% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.3%+12.7pp | 80.1%+14.9pp |
| Annual return | 13.56% | 70.24%-56.7pp | 62.55%-49.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,094 | $4,961-37.6% | $4,693-34.1% | $4,299-28.0% |
| Participant deferral / active EE | $7,111 | $8,310-14.4% | $7,997-11.1% | $6,507+9.3% |
| Admin fee / account holder | $15,679 | $14,846+5.6% | $13,435+16.7% | $12,624+24.2% |