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 | $72,464 | $74,888-3.2% | $71,209+1.8% | $142,382-49.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 19.43% | 345.14%-325.7pp | 282.51%-263.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,550 | $2,854+24.4% | $2,721+30.5% | $4,299-17.4% |
| Participant deferral / active EE | $6,260 | $4,454+40.5% | $4,175+49.9% | $6,507-3.8% |
| Admin fee / account holder | $594 | $5,568-89.3% | $5,349-88.9% | $12,624-95.3% |