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 | $88,469 | $177,572-50.2% | $154,803-42.9% | $142,382-37.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 14.35% | 65.07%-50.7pp | 58.88%-44.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,901 | $4,810-39.7% | $4,305-32.6% | $4,299-32.5% |
| Participant deferral / active EE | $8,140 | $6,272+29.8% | $5,540+46.9% | $6,507+25.1% |
| Admin fee / account holder | $1,048 | $16,786-93.8% | $14,329-92.7% | $12,624-91.7% |