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 | $84,184 | $177,572-52.6% | $154,803-45.6% | $142,382-40.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 16.16% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,560 | $4,810-46.8% | $4,305-40.5% | $4,299-40.5% |
| Participant deferral / active EE | $4,605 | $6,272-26.6% | $5,540-16.9% | $6,507-29.2% |
| Admin fee / account holder | $1,985 | $16,786-88.2% | $14,329-86.1% | $12,624-84.3% |