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 7-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 | $100,820 | $159,602-36.8% | $150,045-32.8% | $142,382-29.2% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 14.64% | 70.24%-55.6pp | 62.55%-47.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,205 | $4,961-55.6% | $4,693-53.0% | $4,299-48.7% |
| Participant deferral / active EE | $7,367 | $8,310-11.3% | $7,997-7.9% | $6,507+13.2% |
| Admin fee / account holder | $777 | $14,846-94.8% | $13,435-94.2% | $12,624-93.8% |