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 9-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 | $103,418 | $109,413-5.5% | $156,263-33.8% | $84,808+21.9% |
| Participation rate | 95.7% | 72.7%+23.0pp | 78.9%+16.7pp | 68.3%+27.3pp |
| Annual return | 15.50% | 20.18%-4.7pp | 59.47%-44.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,976 | $2,907-32.0% | $4,333-54.4% | $2,631-24.9% |
| Participant deferral / active EE | $8,706 | $4,590+89.7% | $6,158+41.4% | $4,212+106.7% |
| Admin fee / account holder | $4,235 | $9,357-54.7% | $14,255-70.3% | $7,344-42.3% |