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 10-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 | $112,278 | $159,602-29.7% | $150,045-25.2% | $142,382-21.1% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 19.71% | 70.24%-50.5pp | 62.55%-42.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $6,554 | $4,961+32.1% | $4,693+39.7% | $4,299+52.5% |
| Participant deferral / active EE | $7,217 | $8,310-13.2% | $7,997-9.8% | $6,507+10.9% |
| Admin fee / account holder | $381 | $14,846-97.4% | $13,435-97.2% | $12,624-97.0% |