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 | $58,065 | $117,841-50.7% | $102,423-43.3% | $145,922-60.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 14.63% | 31.65%-17.0pp | 29.32%-14.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $3,276 | $3,615-9.4% | $3,023+8.3% | $4,660-29.7% |
| Participant deferral / active EE | $9,836 | $5,731+71.6% | $5,053+94.7% | $6,688+47.1% |
| Admin fee / account holder | $337 | $13,326-97.5% | $9,451-96.4% | $13,397-97.5% |