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 6-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 | $81,723 | $127,065-35.7% | $113,168-27.8% | $142,382-42.6% |
| Participation rate | 77.3% | 79.2%-1.9pp | 76.6%+0.7pp | 80.1%-2.8pp |
| Annual return | 73.18% | 24.03%+49.1pp | 24.27%+48.9pp | 217.08%-143.9pp |
| Employer contribution / active EE | $1,965 | $3,442-42.9% | $2,975-34.0% | $4,299-54.3% |
| Participant deferral / active EE | $4,024 | $5,716-29.6% | $5,107-21.2% | $6,507-38.2% |
| Admin fee / account holder | $7,673 | $15,736-51.2% | $12,068-36.4% | $12,624-39.2% |