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 | $61,308 | $214,378-71.4% | $200,582-69.4% | $142,382-56.9% |
| Participation rate | 92.9% | 87.4%+5.4pp | 86.9%+6.0pp | 80.1%+12.7pp |
| Annual return | 21.58% | 46.41%-24.8pp | 42.33%-20.7pp | 217.08%-195.5pp |
| Employer contribution / active EE | $8,045 | $6,841+17.6% | $6,419+25.3% | $4,299+87.1% |
| Participant deferral / active EE | $14,748 | $9,865+49.5% | $9,331+58.0% | $6,507+126.6% |
| Admin fee / account holder | $1,898 | $17,692-89.3% | $16,305-88.4% | $12,624-85.0% |