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 | $86,360 | $177,572-51.4% | $154,803-44.2% | $142,382-39.3% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.1%+8.6pp | 80.1%+6.5pp |
| Annual return | 16.27% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,847 | $4,810-61.6% | $4,305-57.1% | $4,299-57.0% |
| Participant deferral / active EE | $5,347 | $6,272-14.7% | $5,540-3.5% | $6,507-17.8% |
| Admin fee / account holder | $2,983 | $16,786-82.2% | $14,329-79.2% | $12,624-76.4% |