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 9-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 | $76,785 | $159,602-51.9% | $150,045-48.8% | $142,382-46.1% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 17.76% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,316 | $4,961-73.5% | $4,693-72.0% | $4,299-69.4% |
| Participant deferral / active EE | $4,266 | $8,310-48.7% | $7,997-46.7% | $6,507-34.4% |
| Admin fee / account holder | $1,176 | $14,846-92.1% | $13,435-91.2% | $12,624-90.7% |