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 | $103,458 | $177,572-41.7% | $154,803-33.2% | $142,382-27.3% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 16.05% | 65.07%-49.0pp | 58.88%-42.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,894 | $4,810-60.6% | $4,305-56.0% | $4,299-55.9% |
| Participant deferral / active EE | $2,971 | $6,272-52.6% | $5,540-46.4% | $6,507-54.3% |
| Admin fee / account holder | $1,119 | $16,786-93.3% | $14,329-92.2% | $12,624-91.1% |