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 | $81,368 | $183,519-55.7% | $155,509-47.7% | $145,922-44.2% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 21.98% | 61.17%-39.2pp | 64.67%-42.7pp | 561.29%-539.3pp |
| Employer contribution / active EE | $2,495 | $5,313-53.0% | $4,672-46.6% | $4,660-46.5% |
| Participant deferral / active EE | $10,389 | $6,462+60.8% | $5,626+84.7% | $6,688+55.3% |
| Admin fee / account holder | $1,014 | $19,313-94.8% | $15,912-93.6% | $13,397-92.4% |