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 | $61,111 | $100,773-39.4% | $88,946-31.3% | $142,382-57.1% |
| Participation rate | 70.0% | 74.3%-4.3pp | 68.8%+1.2pp | 80.1%-10.1pp |
| Annual return | 14.11% | 70.18%-56.1pp | 57.82%-43.7pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,987 | $2,918-31.9% | $2,555-22.2% | $4,299-53.8% |
| Participant deferral / active EE | $5,880 | $5,230+12.4% | $4,581+28.3% | $6,507-9.6% |
| Admin fee / account holder | $1,566 | $9,693-83.8% | $8,261-81.0% | $12,624-87.6% |