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 9-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 | $93,971 | $159,602-41.1% | $150,045-37.4% | $142,382-34.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 17.32% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,372 | $4,961-52.2% | $4,693-49.5% | $4,299-44.8% |
| Participant deferral / active EE | $4,642 | $8,310-44.1% | $7,997-41.9% | $6,507-28.7% |
| Admin fee / account holder | $11,040 | $14,846-25.6% | $13,435-17.8% | $12,624-12.5% |