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 | $102,407 | $159,602-35.8% | $150,045-31.7% | $142,382-28.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 16.90% | 70.24%-53.3pp | 62.55%-45.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $7,415 | $4,961+49.5% | $4,693+58.0% | $4,299+72.5% |
| Participant deferral / active EE | $15,396 | $8,310+85.3% | $7,997+92.5% | $6,507+136.6% |
| Admin fee / account holder | $17,210 | $14,846+15.9% | $13,435+28.1% | $12,624+36.3% |