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 | $137,991 | $159,602-13.5% | $150,045-8.0% | $142,382-3.1% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.3%-5.9pp | 80.1%-3.6pp |
| Annual return | 21.02% | 70.24%-49.2pp | 62.55%-41.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $3,622 | $4,961-27.0% | $4,693-22.8% | $4,299-15.8% |
| Participant deferral / active EE | $10,632 | $8,310+27.9% | $7,997+32.9% | $6,507+63.4% |
| Admin fee / account holder | $569 | $14,846-96.2% | $13,435-95.8% | $12,624-95.5% |