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 | $79,227 | $159,602-50.4% | $150,045-47.2% | $142,382-44.4% |
| Participation rate | 88.2% | 84.0%+4.3pp | 82.3%+5.9pp | 80.1%+8.1pp |
| Annual return | 25.33% | 70.24%-44.9pp | 62.55%-37.2pp | 217.08%-191.7pp |
| Employer contribution / active EE | $11,018 | $4,961+122.1% | $4,693+134.8% | $4,299+156.3% |
| Participant deferral / active EE | $18,781 | $8,310+126.0% | $7,997+134.8% | $6,507+188.6% |
| Admin fee / account holder | $2,009 | $14,846-86.5% | $13,435-85.0% | $12,624-84.1% |