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 | $95,328 | $159,901-40.4% | $146,958-35.1% | $145,922-34.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 14.69% | 98.13%-83.4pp | 418.34%-403.6pp | 561.29%-546.6pp |
| Employer contribution / active EE | $4,567 | $5,286-13.6% | $4,933-7.4% | $4,660-2.0% |
| Participant deferral / active EE | $8,504 | $8,428+0.9% | $8,070+5.4% | $6,688+27.2% |
| Admin fee / account holder | $14,928 | $15,044-0.8% | $12,998+14.8% | $13,397+11.4% |