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 7-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 | $105,605 | $159,602-33.8% | $150,045-29.6% | $142,382-25.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 17.74% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $7,823 | $4,961+57.7% | $4,693+66.7% | $4,299+82.0% |
| Participant deferral / active EE | $10,360 | $8,310+24.7% | $7,997+29.5% | $6,507+59.2% |
| Admin fee / account holder | $526 | $14,846-96.5% | $13,435-96.1% | $12,624-95.8% |