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 8-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 | $76,364 | $159,602-52.2% | $150,045-49.1% | $142,382-46.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 21.33% | 70.24%-48.9pp | 62.55%-41.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $6,056 | $4,961+22.1% | $4,693+29.0% | $4,299+40.9% |
| Participant deferral / active EE | $11,329 | $8,310+36.3% | $7,997+41.7% | $6,507+74.1% |
| Admin fee / account holder | $2,727 | $14,846-81.6% | $13,435-79.7% | $12,624-78.4% |