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 | $60,459 | $159,901-62.2% | $146,958-58.9% | $145,922-58.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 17.76% | 98.13%-80.4pp | 418.34%-400.6pp | 561.29%-543.5pp |
| Employer contribution / active EE | $5,326 | $5,286+0.8% | $4,933+8.0% | $4,660+14.3% |
| Participant deferral / active EE | $14,812 | $8,428+75.7% | $8,070+83.5% | $6,688+121.5% |
| Admin fee / account holder | $5,922 | $15,044-60.6% | $12,998-54.4% | $13,397-55.8% |