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 | $73,534 | $74,888-1.8% | $71,209+3.3% | $142,382-48.4% |
| Participation rate | 91.3% | 76.2%+15.1pp | 73.8%+17.6pp | 80.1%+11.2pp |
| Annual return | 18.21% | 345.14%-326.9pp | 282.51%-264.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $5,208 | $2,854+82.5% | $2,721+91.4% | $4,299+21.1% |
| Participant deferral / active EE | $6,718 | $4,454+50.8% | $4,175+60.9% | $6,507+3.2% |
| Admin fee / account holder | $1,577 | $5,568-71.7% | $5,349-70.5% | $12,624-87.5% |