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 | $54,948 | $177,572-69.1% | $154,803-64.5% | $142,382-61.4% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 20.05% | 65.07%-45.0pp | 58.88%-38.8pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,411 | $4,810-49.9% | $4,305-44.0% | $4,299-43.9% |
| Participant deferral / active EE | $8,717 | $6,272+39.0% | $5,540+57.3% | $6,507+34.0% |
| Admin fee / account holder | $1,002 | $16,786-94.0% | $14,329-93.0% | $12,624-92.1% |