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 | $90,038 | $177,572-49.3% | $154,803-41.8% | $142,382-36.8% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 16.00% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,091 | $4,810-56.5% | $4,305-51.4% | $4,299-51.4% |
| Participant deferral / active EE | $5,979 | $6,272-4.7% | $5,540+7.9% | $6,507-8.1% |
| Admin fee / account holder | $13,768 | $16,786-18.0% | $14,329-3.9% | $12,624+9.1% |