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 6-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 | $94,549 | $177,572-46.8% | $154,803-38.9% | $142,382-33.6% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 16.16% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,714 | $4,810-64.4% | $4,305-60.2% | $4,299-60.1% |
| Participant deferral / active EE | $8,762 | $6,272+39.7% | $5,540+58.1% | $6,507+34.7% |
| Admin fee / account holder | $810 | $16,786-95.2% | $14,329-94.3% | $12,624-93.6% |