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 | $100,519 | $175,202-42.6% | $149,673-32.8% | $139,434-27.9% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 22.09% | 166.71%-144.6pp | 134.42%-112.3pp | 372.94%-350.9pp |
| Employer contribution / active EE | $1,953 | $5,474-64.3% | $4,818-59.5% | $4,751-58.9% |
| Participant deferral / active EE | $5,837 | $6,519-10.5% | $5,680+2.8% | $6,710-13.0% |
| Admin fee / account holder | $693 | $16,150-95.7% | $13,210-94.8% | $11,403-93.9% |