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 10-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 | $82,788 | $135,952-39.1% | $123,892-33.2% | $273,961-69.8% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 4.46% | 56.63%-52.2pp | 47.52%-43.1pp | 41.45%-37.0pp |
| Employer contribution / active EE | $7,380 | $5,170+42.7% | $4,617+59.8% | $4,869+51.6% |
| Participant deferral / active EE | $6,360 | $6,343+0.3% | $5,984+6.3% | $5,287+20.3% |
| Admin fee / account holder | $1,413 | $9,817-85.6% | $8,357-83.1% | $10,132-86.1% |