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 | $123,804 | $148,534-16.6% | $135,903-8.9% | $139,434-11.2% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 16.45% | 79.19%-62.7pp | 68.23%-51.8pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,250 | $5,243-57.1% | $4,856-53.7% | $4,751-52.6% |
| Participant deferral / active EE | $16,237 | $8,100+100.5% | $7,758+109.3% | $6,710+142.0% |
| Admin fee / account holder | $19,333 | $12,400+55.9% | $10,762+79.6% | $11,403+69.5% |