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 9-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 | $129,063 | $177,572-27.3% | $154,803-16.6% | $142,382-9.4% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 15.90% | 65.07%-49.2pp | 58.88%-43.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $5,373 | $4,810+11.7% | $4,305+24.8% | $4,299+25.0% |
| Participant deferral / active EE | $6,994 | $6,272+11.5% | $5,540+26.2% | $6,507+7.5% |
| Admin fee / account holder | $1,183 | $16,786-93.0% | $14,329-91.7% | $12,624-90.6% |