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 | $80,912 | $177,572-54.4% | $154,803-47.7% | $142,382-43.2% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 17.05% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $5,782 | $4,810+20.2% | $4,305+34.3% | $4,299+34.5% |
| Participant deferral / active EE | $3,818 | $6,272-39.1% | $5,540-31.1% | $6,507-41.3% |
| Admin fee / account holder | $1,147 | $16,786-93.2% | $14,329-92.0% | $12,624-90.9% |