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 | $111,848 | $214,378-47.8% | $200,582-44.2% | $142,382-21.4% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 69.81% | 46.41%+23.4pp | 42.33%+27.5pp | 217.08%-147.3pp |
| Employer contribution / active EE | $4,162 | $6,841-39.2% | $6,419-35.2% | $4,299-3.2% |
| Participant deferral / active EE | $10,740 | $9,865+8.9% | $9,331+15.1% | $6,507+65.0% |
| Admin fee / account holder | $3,431 | $17,692-80.6% | $16,305-79.0% | $12,624-72.8% |