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 6-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 | $73,637 | $179,726-59.0% | $156,263-52.9% | $142,382-48.3% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.9%-1.1pp | 80.1%-2.3pp |
| Annual return | 16.95% | 77.86%-60.9pp | 59.47%-42.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,123 | $5,069-38.4% | $4,333-27.9% | $4,299-27.4% |
| Participant deferral / active EE | $8,773 | $6,956+26.1% | $6,158+42.5% | $6,507+34.8% |
| Admin fee / account holder | $606 | $17,272-96.5% | $14,255-95.8% | $12,624-95.2% |