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 5-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 | $84,190 | $100,773-16.5% | $88,946-5.3% | $142,382-40.9% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 16.73% | 70.18%-53.4pp | 57.82%-41.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $5,158 | $2,918+76.8% | $2,555+101.9% | $4,299+20.0% |
| Participant deferral / active EE | $7,945 | $5,230+51.9% | $4,581+73.4% | $6,507+22.1% |
| Admin fee / account holder | $451 | $9,693-95.4% | $8,261-94.5% | $12,624-96.4% |