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 | $83,269 | $214,378-61.2% | $200,582-58.5% | $142,382-41.5% |
| Participation rate | 91.3% | 87.4%+3.9pp | 86.9%+4.4pp | 80.1%+11.2pp |
| Annual return | 27.43% | 46.41%-19.0pp | 42.33%-14.9pp | 217.08%-189.6pp |
| Employer contribution / active EE | $11,012 | $6,841+61.0% | $6,419+71.6% | $4,299+156.1% |
| Participant deferral / active EE | $13,198 | $9,865+33.8% | $9,331+41.4% | $6,507+102.8% |
| Admin fee / account holder | $8,436 | $17,692-52.3% | $16,305-48.3% | $12,624-33.2% |