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 6-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 | $106,136 | $177,572-40.2% | $154,803-31.4% | $142,382-25.5% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 13.70% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,624 | $4,810-66.2% | $4,305-62.3% | $4,299-62.2% |
| Participant deferral / active EE | $6,271 | $6,2720% | $5,540+13.2% | $6,507-3.6% |
| Admin fee / account holder | $802 | $16,786-95.2% | $14,329-94.4% | $12,624-93.6% |