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 | $93,836 | $214,378-56.2% | $200,582-53.2% | $142,382-34.1% |
| Participation rate | 86.7% | 87.4%-0.8pp | 86.9%-0.2pp | 80.1%+6.5pp |
| Annual return | 17.22% | 46.41%-29.2pp | 42.33%-25.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $7,918 | $6,841+15.7% | $6,419+23.4% | $4,299+84.2% |
| Participant deferral / active EE | $16,668 | $9,865+69.0% | $9,331+78.6% | $6,507+156.2% |
| Admin fee / account holder | $1,612 | $17,692-90.9% | $16,305-90.1% | $12,624-87.2% |