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 | $95,160 | $177,572-46.4% | $154,803-38.5% | $142,382-33.2% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 20.80% | 65.07%-44.3pp | 58.88%-38.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $11,119 | $4,810+131.1% | $4,305+158.3% | $4,299+158.6% |
| Participant deferral / active EE | $5,926 | $6,272-5.5% | $5,540+7.0% | $6,507-8.9% |
| Admin fee / account holder | $989 | $16,786-94.1% | $14,329-93.1% | $12,624-92.2% |