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 8-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 | $83,913 | $177,572-52.7% | $154,803-45.8% | $142,382-41.1% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 20.21% | 65.07%-44.9pp | 58.88%-38.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $4,166 | $4,810-13.4% | $4,305-3.2% | $4,299-3.1% |
| Participant deferral / active EE | $4,649 | $6,272-25.9% | $5,540-16.1% | $6,507-28.6% |
| Admin fee / account holder | $6,232 | $16,786-62.9% | $14,329-56.5% | $12,624-50.6% |