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 6-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 | $78,899 | $183,519-57.0% | $155,509-49.3% | $145,922-45.9% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 9.60% | 61.17%-51.6pp | 64.67%-55.1pp | 561.29%-551.7pp |
| Employer contribution / active EE | $4,997 | $5,313-5.9% | $4,672+6.9% | $4,660+7.2% |
| Participant deferral / active EE | $5,818 | $6,462-10.0% | $5,626+3.4% | $6,688-13.0% |
| Admin fee / account holder | $1,253 | $19,313-93.5% | $15,912-92.1% | $13,397-90.6% |