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 9-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 | $110,802 | $165,984-33.2% | $164,813-32.8% | $145,922-24.1% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 13.55% | 100.03%-86.5pp | 69.93%-56.4pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,761 | $5,273-47.6% | $4,341-36.4% | $4,660-40.7% |
| Participant deferral / active EE | $7,512 | $6,959+7.9% | $6,031+24.5% | $6,688+12.3% |
| Admin fee / account holder | $1,326 | $16,648-92.0% | $12,690-89.5% | $13,397-90.1% |