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 | $121,719 | $177,572-31.5% | $154,803-21.4% | $142,382-14.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.38% | 65.07%-43.7pp | 58.88%-37.5pp | 217.08%-195.7pp |
| Employer contribution / active EE | $5,467 | $4,810+13.7% | $4,305+27.0% | $4,299+27.2% |
| Participant deferral / active EE | $12,304 | $6,272+96.2% | $5,540+122.1% | $6,507+89.1% |
| Admin fee / account holder | $1,441 | $16,786-91.4% | $14,329-89.9% | $12,624-88.6% |