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 4-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 | $68,655 | $148,534-53.8% | $135,903-49.5% | $139,434-50.8% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 28.03% | 79.19%-51.2pp | 68.23%-40.2pp | 372.94%-344.9pp |
| Employer contribution / active EE | $5,516 | $5,243+5.2% | $4,856+13.6% | $4,751+16.1% |
| Participant deferral / active EE | $14,157 | $8,100+74.8% | $7,758+82.5% | $6,710+111.0% |
| Admin fee / account holder | $5,810 | $12,400-53.1% | $10,762-46.0% | $11,403-49.0% |