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 | $59,670 | $159,602-62.6% | $150,045-60.2% | $142,382-58.1% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 22.50% | 70.24%-47.7pp | 62.55%-40.0pp | 217.08%-194.6pp |
| Employer contribution / active EE | $6,707 | $4,961+35.2% | $4,693+42.9% | $4,299+56.0% |
| Participant deferral / active EE | $21,700 | $8,310+161.1% | $7,997+171.3% | $6,507+233.5% |
| Admin fee / account holder | $4,189 | $14,846-71.8% | $13,435-68.8% | $12,624-66.8% |