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 8-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 | $80,197 | $159,602-49.8% | $150,045-46.6% | $142,382-43.7% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 18.81% | 70.24%-51.4pp | 62.55%-43.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $9,847 | $4,961+98.5% | $4,693+109.8% | $4,299+129.0% |
| Participant deferral / active EE | $17,101 | $8,310+105.8% | $7,997+113.8% | $6,507+162.8% |
| Admin fee / account holder | $835 | $14,846-94.4% | $13,435-93.8% | $12,624-93.4% |