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 | $83,318 | $177,572-53.1% | $154,803-46.2% | $142,382-41.5% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 14.72% | 65.07%-50.3pp | 58.88%-44.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $6,203 | $4,810+28.9% | $4,305+44.1% | $4,299+44.3% |
| Participant deferral / active EE | $12,111 | $6,272+93.1% | $5,540+118.6% | $6,507+86.1% |
| Admin fee / account holder | $459 | $16,786-97.3% | $14,329-96.8% | $12,624-96.4% |