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 4-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 | $100,349 | $159,602-37.1% | $150,045-33.1% | $142,382-29.5% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 12.77% | 70.24%-57.5pp | 62.55%-49.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,495 | $4,961-69.9% | $4,693-68.1% | $4,299-65.2% |
| Participant deferral / active EE | $14,213 | $8,310+71.0% | $7,997+77.7% | $6,507+118.4% |
| Admin fee / account holder | $2,619 | $14,846-82.4% | $13,435-80.5% | $12,624-79.3% |