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 | $135,170 | $183,519-26.3% | $155,509-13.1% | $145,922-7.4% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 13.12% | 61.17%-48.0pp | 64.67%-51.6pp | 561.29%-548.2pp |
| Employer contribution / active EE | $6,566 | $5,313+23.6% | $4,672+40.5% | $4,660+40.9% |
| Participant deferral / active EE | $6,331 | $6,462-2.0% | $5,626+12.5% | $6,688-5.3% |
| Admin fee / account holder | $505 | $19,313-97.4% | $15,912-96.8% | $13,397-96.2% |