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 3-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 | $72,598 | $185,822-60.9% | $169,993-57.3% | $139,434-47.9% |
| Participation rate | 89.5% | 87.8%+1.7pp | 87.0%+2.5pp | 80.3%+9.2pp |
| Annual return | 18.16% | 60.50%-42.3pp | 53.37%-35.2pp | 372.94%-354.8pp |
| Employer contribution / active EE | $4,592 | $7,590-39.5% | $6,785-32.3% | $4,751-3.3% |
| Participant deferral / active EE | $5,981 | $11,622-48.5% | $10,408-42.5% | $6,710-10.9% |
| Admin fee / account holder | $15,588 | $15,381+1.3% | $12,815+21.6% | $11,403+36.7% |