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 3-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 | $86,019 | $74,888+14.9% | $71,209+20.8% | $142,382-39.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 17.81% | 345.14%-327.3pp | 282.51%-264.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,610 | $2,854-43.6% | $2,721-40.8% | $4,299-62.6% |
| Participant deferral / active EE | $6,793 | $4,454+52.5% | $4,175+62.7% | $6,507+4.4% |
| Admin fee / account holder | $1,491 | $5,568-73.2% | $5,349-72.1% | $12,624-88.2% |