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 | $93,380 | $214,378-56.4% | $200,582-53.4% | $142,382-34.4% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 17.66% | 46.41%-28.7pp | 42.33%-24.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,246 | $6,841-52.6% | $6,419-49.4% | $4,299-24.5% |
| Participant deferral / active EE | $6,338 | $9,865-35.7% | $9,331-32.1% | $6,507-2.6% |
| Admin fee / account holder | $504 | $17,692-97.2% | $16,305-96.9% | $12,624-96.0% |