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 | $110,981 | $177,572-37.5% | $154,803-28.3% | $142,382-22.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 18.57% | 65.07%-46.5pp | 58.88%-40.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,843 | $4,810-20.1% | $4,305-10.7% | $4,299-10.6% |
| Participant deferral / active EE | $10,578 | $6,272+68.7% | $5,540+90.9% | $6,507+62.6% |
| Admin fee / account holder | $4,861 | $16,786-71.0% | $14,329-66.1% | $12,624-61.5% |