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 | $124,788 | $94,338+32.3% | $100,534+24.1% | $142,382-12.4% |
| Participation rate | 90.0% | 81.7%+8.3pp | 80.6%+9.4pp | 80.1%+9.9pp |
| Annual return | 16.27% | 29.20%-12.9pp | 32.66%-16.4pp | 217.08%-200.8pp |
| Employer contribution / active EE | $5,682 | $4,237+34.1% | $4,346+30.7% | $4,299+32.2% |
| Participant deferral / active EE | $6,826 | $5,934+15.0% | $6,144+11.1% | $6,507+4.9% |
| Admin fee / account holder | $447 | $8,421-94.7% | $7,654-94.2% | $12,624-96.5% |