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 | $128,907 | $159,602-19.2% | $150,045-14.1% | $142,382-9.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 13.55% | 70.24%-56.7pp | 62.55%-49.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $10,150 | $4,961+104.6% | $4,693+116.3% | $4,299+136.1% |
| Participant deferral / active EE | $11,293 | $8,310+35.9% | $7,997+41.2% | $6,507+73.6% |
| Admin fee / account holder | $6,712 | $14,846-54.8% | $13,435-50.0% | $12,624-46.8% |