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 | $85,386 | $159,602-46.5% | $150,045-43.1% | $142,382-40.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 18.06% | 70.24%-52.2pp | 62.55%-44.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,961 | $4,961-20.2% | $4,693-15.6% | $4,299-7.9% |
| Participant deferral / active EE | $11,538 | $8,310+38.8% | $7,997+44.3% | $6,507+77.3% |
| Admin fee / account holder | $889 | $14,846-94.0% | $13,435-93.4% | $12,624-93.0% |