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 8-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 | $73,751 | $177,572-58.5% | $154,803-52.4% | $142,382-48.2% |
| Participation rate | 88.2% | 82.1%+6.2pp | 78.1%+10.2pp | 80.1%+8.1pp |
| Annual return | 15.32% | 65.07%-49.8pp | 58.88%-43.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,582 | $4,810-46.3% | $4,305-40.0% | $4,299-39.9% |
| Participant deferral / active EE | $5,824 | $6,272-7.1% | $5,540+5.1% | $6,507-10.5% |
| Admin fee / account holder | $780 | $16,786-95.4% | $14,329-94.6% | $12,624-93.8% |