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 6-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 | $137,419 | $202,432-32.1% | $169,368-18.9% | $139,434-1.4% |
| Participation rate | 91.7% | 81.1%+10.6pp | 77.1%+14.5pp | 80.3%+11.3pp |
| Annual return | 12.38% | 531.74%-519.4pp | 405.60%-393.2pp | 372.94%-360.6pp |
| Employer contribution / active EE | $4,716 | $4,692+0.5% | $4,013+17.5% | $4,751-0.7% |
| Participant deferral / active EE | $8,792 | $6,938+26.7% | $6,221+41.3% | $6,710+31.0% |
| Admin fee / account holder | $4,151 | $10,708-61.2% | $9,003-53.9% | $11,403-63.6% |