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 | $62,574 | $179,726-65.2% | $156,263-60.0% | $142,382-56.1% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.9%+12.0pp | 80.1%+10.8pp |
| Annual return | 11.26% | 77.86%-66.6pp | 59.47%-48.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,166 | $5,069-77.0% | $4,333-73.1% | $4,299-72.9% |
| Participant deferral / active EE | $6,932 | $6,956-0.3% | $6,158+12.6% | $6,507+6.5% |
| Admin fee / account holder | $7,439 | $17,272-56.9% | $14,255-47.8% | $12,624-41.1% |