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 | $81,939 | $94,625-13.4% | $116,228-29.5% | $84,808-3.4% |
| Participation rate | 97.4% | 70.4%+27.0pp | 74.6%+22.9pp | 68.3%+29.1pp |
| Annual return | 109.64% | 20.40%+89.2pp | 90.06%+19.6pp | 40.90%+68.7pp |
| Employer contribution / active EE | $2,497 | $2,347+6.4% | $2,994-16.6% | $2,631-5.1% |
| Participant deferral / active EE | $3,597 | $3,972-9.4% | $4,953-27.4% | $4,212-14.6% |
| Admin fee / account holder | $1,709 | $10,091-83.1% | $11,989-85.7% | $7,344-76.7% |