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 8-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 | $113,990 | $179,726-36.6% | $156,263-27.1% | $142,382-19.9% |
| Participation rate | 85.0% | 82.1%+2.9pp | 78.9%+6.1pp | 80.1%+4.9pp |
| Annual return | 15.02% | 77.86%-62.8pp | 59.47%-44.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $3,603 | $5,069-28.9% | $4,333-16.9% | $4,299-16.2% |
| Participant deferral / active EE | $9,257 | $6,956+33.1% | $6,158+50.3% | $6,507+42.3% |
| Admin fee / account holder | $4,480 | $17,272-74.1% | $14,255-68.6% | $12,624-64.5% |