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 | $119,434 | $114,381+4.4% | $107,525+11.1% | $142,382-16.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 14.23% | 242.71%-228.5pp | 181.32%-167.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,593 | $4,015-60.3% | $3,754-57.6% | $4,299-62.9% |
| Participant deferral / active EE | $4,363 | $5,564-21.6% | $5,116-14.7% | $6,507-32.9% |
| Admin fee / account holder | $7,066 | $9,860-28.3% | $8,919-20.8% | $12,624-44.0% |