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 | $75,707 | $179,726-57.9% | $156,263-51.6% | $142,382-46.8% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 22.10% | 77.86%-55.8pp | 59.47%-37.4pp | 217.08%-195.0pp |
| Employer contribution / active EE | $4,060 | $5,069-19.9% | $4,333-6.3% | $4,299-5.6% |
| Participant deferral / active EE | $9,746 | $6,956+40.1% | $6,158+58.3% | $6,507+49.8% |
| Admin fee / account holder | $483 | $17,272-97.2% | $14,255-96.6% | $12,624-96.2% |