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 | $80,768 | $177,572-54.5% | $154,803-47.8% | $142,382-43.3% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 16.86% | 65.07%-48.2pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $21,078 | $4,810+338.2% | $4,305+389.6% | $4,299+390.3% |
| Participant deferral / active EE | $1,845 | $6,272-70.6% | $5,540-66.7% | $6,507-71.7% |
| Admin fee / account holder | $5,231 | $16,786-68.8% | $14,329-63.5% | $12,624-58.6% |