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 | $128,238 | $214,378-40.2% | $200,582-36.1% | $142,382-9.9% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 15.94% | 46.41%-30.5pp | 42.33%-26.4pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,578 | $6,841-47.7% | $6,419-44.3% | $4,299-16.8% |
| Participant deferral / active EE | $10,180 | $9,865+3.2% | $9,331+9.1% | $6,507+56.4% |
| Admin fee / account holder | $16,090 | $17,692-9.1% | $16,305-1.3% | $12,624+27.5% |