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 | $61,428 | $159,602-61.5% | $150,045-59.1% | $142,382-56.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 13.80% | 70.24%-56.4pp | 62.55%-48.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,309 | $4,961-33.3% | $4,693-29.5% | $4,299-23.0% |
| Participant deferral / active EE | $10,259 | $8,310+23.5% | $7,997+28.3% | $6,507+57.7% |
| Admin fee / account holder | $1,801 | $14,846-87.9% | $13,435-86.6% | $12,624-85.7% |