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 | $112,361 | $176,056-36.2% | $159,436-29.5% | $167,490-32.9% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 15.06% | 331.75%-316.7pp | 263.57%-248.5pp | 478.56%-463.5pp |
| Employer contribution / active EE | $5,662 | $5,297+6.9% | $4,829+17.2% | $4,837+17.1% |
| Participant deferral / active EE | $11,654 | $7,750+50.4% | $7,352+58.5% | $6,341+83.8% |
| Admin fee / account holder | $4,196 | $12,554-66.6% | $10,799-61.1% | $12,309-65.9% |