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 | $129,923 | $179,726-27.7% | $156,263-16.9% | $142,382-8.8% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 22.00% | 77.86%-55.9pp | 59.47%-37.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $5,634 | $5,069+11.1% | $4,333+30.0% | $4,299+31.1% |
| Participant deferral / active EE | $5,634 | $6,956-19.0% | $6,158-8.5% | $6,507-13.4% |
| Admin fee / account holder | $2,649 | $17,272-84.7% | $14,255-81.4% | $12,624-79.0% |