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 | $74,104 | $159,602-53.6% | $150,045-50.6% | $142,382-48.0% |
| Participation rate | 86.4% | 84.0%+2.4pp | 82.3%+4.0pp | 80.1%+6.2pp |
| Annual return | 29.86% | 70.24%-40.4pp | 62.55%-32.7pp | 217.08%-187.2pp |
| Employer contribution / active EE | $7,019 | $4,961+41.5% | $4,693+49.6% | $4,299+63.3% |
| Participant deferral / active EE | $11,437 | $8,310+37.6% | $7,997+43.0% | $6,507+75.8% |
| Admin fee / account holder | $1,229 | $14,846-91.7% | $13,435-90.9% | $12,624-90.3% |