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 | $136,275 | $177,572-23.3% | $154,803-12.0% | $142,382-4.3% |
| Participation rate | 84.6% | 82.1%+2.6pp | 78.1%+6.5pp | 80.1%+4.5pp |
| Annual return | 20.56% | 65.07%-44.5pp | 58.88%-38.3pp | 217.08%-196.5pp |
| Employer contribution / active EE | $4,544 | $4,810-5.5% | $4,305+5.5% | $4,299+5.7% |
| Participant deferral / active EE | $6,263 | $6,272-0.1% | $5,540+13.0% | $6,507-3.8% |
| Admin fee / account holder | $1,229 | $16,786-92.7% | $14,329-91.4% | $12,624-90.3% |