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 | $72,234 | $159,602-54.7% | $150,045-51.9% | $142,382-49.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 18.95% | 70.24%-51.3pp | 62.55%-43.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,754 | $4,961-44.5% | $4,693-41.3% | $4,299-35.9% |
| Participant deferral / active EE | $14,436 | $8,310+73.7% | $7,997+80.5% | $6,507+121.9% |
| Admin fee / account holder | $2,600 | $14,846-82.5% | $13,435-80.6% | $12,624-79.4% |