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 | $80,059 | $148,534-46.1% | $135,903-41.1% | $139,434-42.6% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 20.91% | 79.19%-58.3pp | 68.23%-47.3pp | 372.94%-352.0pp |
| Employer contribution / active EE | $2,396 | $5,243-54.3% | $4,856-50.7% | $4,751-49.6% |
| Participant deferral / active EE | $6,583 | $8,100-18.7% | $7,758-15.1% | $6,710-1.9% |
| Admin fee / account holder | $972 | $12,400-92.2% | $10,762-91.0% | $11,403-91.5% |