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 8-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 | $73,428 | $177,572-58.6% | $154,803-52.6% | $142,382-48.4% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.1%+8.6pp | 80.1%+6.5pp |
| Annual return | 16.35% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $5,495 | $4,810+14.2% | $4,305+27.6% | $4,299+27.8% |
| Participant deferral / active EE | $7,160 | $6,272+14.2% | $5,540+29.2% | $6,507+10.0% |
| Admin fee / account holder | $736 | $16,786-95.6% | $14,329-94.9% | $12,624-94.2% |