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 | $80,005 | $148,534-46.1% | $135,903-41.1% | $139,434-42.6% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 66.42% | 79.19%-12.8pp | 68.23%-1.8pp | 372.94%-306.5pp |
| Employer contribution / active EE | $7,831 | $5,243+49.4% | $4,856+61.3% | $4,751+64.8% |
| Participant deferral / active EE | $12,430 | $8,100+53.5% | $7,758+60.2% | $6,710+85.2% |
| Admin fee / account holder | $447 | $12,400-96.4% | $10,762-95.8% | $11,403-96.1% |