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 | $78,642 | $148,534-47.1% | $135,903-42.1% | $139,434-43.6% |
| Participation rate | 73.3% | 83.9%-10.5pp | 81.9%-8.6pp | 80.3%-7.0pp |
| Annual return | 15.65% | 79.19%-63.5pp | 68.23%-52.6pp | 372.94%-357.3pp |
| Employer contribution / active EE | $2,501 | $5,243-52.3% | $4,856-48.5% | $4,751-47.4% |
| Participant deferral / active EE | $3,016 | $8,100-62.8% | $7,758-61.1% | $6,710-55.1% |
| Admin fee / account holder | $40,633 | $12,400+227.7% | $10,762+277.6% | $11,403+256.4% |