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 7-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 | $98,358 | $177,572-44.6% | $154,803-36.5% | $142,382-30.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 72.04% | 65.07%+7.0pp | 58.88%+13.2pp | 217.08%-145.0pp |
| Employer contribution / active EE | $3,035 | $4,810-36.9% | $4,305-29.5% | $4,299-29.4% |
| Participant deferral / active EE | $5,671 | $6,272-9.6% | $5,540+2.3% | $6,507-12.9% |
| Admin fee / account holder | $1,099 | $16,786-93.5% | $14,329-92.3% | $12,624-91.3% |