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 | $92,685 | $177,572-47.8% | $154,803-40.1% | $142,382-34.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 20.15% | 65.07%-44.9pp | 58.88%-38.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $5,075 | $4,810+5.5% | $4,305+17.9% | $4,299+18.0% |
| Participant deferral / active EE | $10,725 | $6,272+71.0% | $5,540+93.6% | $6,507+64.8% |
| Admin fee / account holder | $625 | $16,786-96.3% | $14,329-95.6% | $12,624-95.0% |