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 | $80,414 | $177,572-54.7% | $154,803-48.1% | $142,382-43.5% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 15.08% | 65.07%-50.0pp | 58.88%-43.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,859 | $4,810-19.8% | $4,305-10.4% | $4,299-10.2% |
| Participant deferral / active EE | $9,793 | $6,272+56.2% | $5,540+76.8% | $6,507+50.5% |
| Admin fee / account holder | $13,333 | $16,786-20.6% | $14,329-6.9% | $12,624+5.6% |