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 | $94,674 | $177,572-46.7% | $154,803-38.8% | $142,382-33.5% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 16.58% | 65.07%-48.5pp | 58.88%-42.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,651 | $4,810-24.1% | $4,305-15.2% | $4,299-15.1% |
| Participant deferral / active EE | $8,813 | $6,272+40.5% | $5,540+59.1% | $6,507+35.4% |
| Admin fee / account holder | $2,049 | $16,786-87.8% | $14,329-85.7% | $12,624-83.8% |