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 9-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 | $83,005 | $177,572-53.3% | $154,803-46.4% | $142,382-41.7% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 17.37% | 65.07%-47.7pp | 58.88%-41.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,234 | $4,810-53.6% | $4,305-48.1% | $4,299-48.0% |
| Participant deferral / active EE | $5,084 | $6,272-18.9% | $5,540-8.2% | $6,507-21.9% |
| Admin fee / account holder | $6,372 | $16,786-62.0% | $14,329-55.5% | $12,624-49.5% |