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 | $70,035 | $177,572-60.6% | $154,803-54.8% | $142,382-50.8% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 17.07% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $5,609 | $4,810+16.6% | $4,305+30.3% | $4,299+30.5% |
| Participant deferral / active EE | $7,874 | $6,272+25.5% | $5,540+42.1% | $6,507+21.0% |
| Admin fee / account holder | $1,376 | $16,786-91.8% | $14,329-90.4% | $12,624-89.1% |