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 7-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 | $80,604 | $177,572-54.6% | $154,803-47.9% | $142,382-43.4% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 19.09% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,225 | $4,810-33.0% | $4,305-25.1% | $4,299-25.0% |
| Participant deferral / active EE | $9,258 | $6,272+47.6% | $5,540+67.1% | $6,507+42.3% |
| Admin fee / account holder | $9,258 | $16,786-44.8% | $14,329-35.4% | $12,624-26.7% |