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 7-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 | $72,089 | $177,572-59.4% | $154,803-53.4% | $142,382-49.4% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 15.75% | 65.07%-49.3pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,473 | $4,810-69.4% | $4,305-65.8% | $4,299-65.7% |
| Participant deferral / active EE | $8,529 | $6,272+36.0% | $5,540+53.9% | $6,507+31.1% |
| Admin fee / account holder | $2,356 | $16,786-86.0% | $14,329-83.6% | $12,624-81.3% |