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 | $71,425 | $140,940-49.3% | $112,229-36.4% | $139,434-48.8% |
| Participation rate | 83.3% | 79.2%+4.1pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 16.42% | 32.71%-16.3pp | 30.20%-13.8pp | 372.94%-356.5pp |
| Employer contribution / active EE | $4,207 | $4,283-1.8% | $3,430+22.7% | $4,751-11.4% |
| Participant deferral / active EE | $12,065 | $5,874+105.4% | $4,798+151.5% | $6,710+79.8% |
| Admin fee / account holder | $14,188 | $9,954+42.5% | $7,748+83.1% | $11,403+24.4% |