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 5-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 | $74,534 | $159,602-53.3% | $150,045-50.3% | $142,382-47.7% |
| Participation rate | 94.4% | 84.0%+10.5pp | 82.3%+12.1pp | 80.1%+14.3pp |
| Annual return | 24.63% | 70.24%-45.6pp | 62.55%-37.9pp | 217.08%-192.4pp |
| Employer contribution / active EE | $7,867 | $4,961+58.6% | $4,693+67.6% | $4,299+83.0% |
| Participant deferral / active EE | $13,190 | $8,310+58.7% | $7,997+64.9% | $6,507+102.7% |
| Admin fee / account holder | $3,432 | $14,846-76.9% | $13,435-74.5% | $12,624-72.8% |