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 | $121,460 | $183,519-33.8% | $155,509-21.9% | $145,922-16.8% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 9.29% | 61.17%-51.9pp | 64.67%-55.4pp | 561.29%-552.0pp |
| Employer contribution / active EE | $4,374 | $5,313-17.7% | $4,672-6.4% | $4,660-6.1% |
| Participant deferral / active EE | $2,604 | $6,462-59.7% | $5,626-53.7% | $6,688-61.1% |
| Admin fee / account holder | $44,460 | $19,313+130.2% | $15,912+179.4% | $13,397+231.9% |