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 | $83,205 | $159,602-47.9% | $150,045-44.5% | $142,382-41.6% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.3%+2.7pp | 80.1%+4.9pp |
| Annual return | 19.10% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $4,920 | $4,961-0.8% | $4,693+4.8% | $4,299+14.4% |
| Participant deferral / active EE | $13,033 | $8,310+56.8% | $7,997+63.0% | $6,507+100.3% |
| Admin fee / account holder | $2,254 | $14,846-84.8% | $13,435-83.2% | $12,624-82.1% |