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 | $68,904 | $159,602-56.8% | $150,045-54.1% | $142,382-51.6% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 19.92% | 70.24%-50.3pp | 62.55%-42.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $4,196 | $4,961-15.4% | $4,693-10.6% | $4,299-2.4% |
| Participant deferral / active EE | $8,868 | $8,310+6.7% | $7,997+10.9% | $6,507+36.3% |
| Admin fee / account holder | $19,324 | $14,846+30.2% | $13,435+43.8% | $12,624+53.1% |