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 | $102,971 | $159,602-35.5% | $150,045-31.4% | $142,382-27.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 20.46% | 70.24%-49.8pp | 62.55%-42.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $3,898 | $4,961-21.4% | $4,693-17.0% | $4,299-9.3% |
| Participant deferral / active EE | $12,641 | $8,310+52.1% | $7,997+58.1% | $6,507+94.3% |
| Admin fee / account holder | $396 | $14,846-97.3% | $13,435-97.1% | $12,624-96.9% |