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 9-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 | $71,662 | $177,572-59.6% | $154,803-53.7% | $142,382-49.7% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.1%+0.5pp | 80.1%-1.5pp |
| Annual return | 15.13% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,145 | $4,810-76.2% | $4,305-73.4% | $4,299-73.4% |
| Participant deferral / active EE | $3,632 | $6,272-42.1% | $5,540-34.5% | $6,507-44.2% |
| Admin fee / account holder | $478 | $16,786-97.2% | $14,329-96.7% | $12,624-96.2% |