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 | $77,990 | $159,602-51.1% | $150,045-48.0% | $142,382-45.2% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 18.35% | 70.24%-51.9pp | 62.55%-44.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $3,377 | $4,961-31.9% | $4,693-28.0% | $4,299-21.5% |
| Participant deferral / active EE | $7,218 | $8,310-13.1% | $7,997-9.7% | $6,507+10.9% |
| Admin fee / account holder | $6,066 | $14,846-59.1% | $13,435-54.9% | $12,624-52.0% |