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 | $87,870 | $159,602-44.9% | $150,045-41.4% | $142,382-38.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 29.64% | 70.24%-40.6pp | 62.55%-32.9pp | 217.08%-187.4pp |
| Employer contribution / active EE | $4,568 | $4,961-7.9% | $4,693-2.7% | $4,299+6.3% |
| Participant deferral / active EE | $14,813 | $8,310+78.2% | $7,997+85.2% | $6,507+127.6% |
| Admin fee / account holder | $1,262 | $14,846-91.5% | $13,435-90.6% | $12,624-90.0% |