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 4-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 | $102,508 | $159,602-35.8% | $150,045-31.7% | $142,382-28.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 19.24% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $8,316 | $4,961+67.6% | $4,693+77.2% | $4,299+93.4% |
| Participant deferral / active EE | $8,123 | $8,310-2.2% | $7,997+1.6% | $6,507+24.8% |
| Admin fee / account holder | $1,181 | $14,846-92.0% | $13,435-91.2% | $12,624-90.6% |