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 5-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 | $83,105 | $177,572-53.2% | $154,803-46.3% | $142,382-41.6% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 14.87% | 65.07%-50.2pp | 58.88%-44.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $10,656 | $4,810+121.5% | $4,305+147.5% | $4,299+147.9% |
| Participant deferral / active EE | $7,798 | $6,272+24.3% | $5,540+40.8% | $6,507+19.8% |
| Admin fee / account holder | $1,193 | $16,786-92.9% | $14,329-91.7% | $12,624-90.5% |