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 | $85,904 | $177,572-51.6% | $154,803-44.5% | $142,382-39.7% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 16.18% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,211 | $4,810-33.3% | $4,305-25.4% | $4,299-25.3% |
| Participant deferral / active EE | $9,173 | $6,272+46.3% | $5,540+65.6% | $6,507+41.0% |
| Admin fee / account holder | $381 | $16,786-97.7% | $14,329-97.3% | $12,624-97.0% |