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 8-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 | $108,610 | $159,602-31.9% | $150,045-27.6% | $142,382-23.7% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.3%+11.0pp | 80.1%+13.2pp |
| Annual return | 19.54% | 70.24%-50.7pp | 62.55%-43.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,550 | $4,961-48.6% | $4,693-45.7% | $4,299-40.7% |
| Participant deferral / active EE | $5,609 | $8,310-32.5% | $7,997-29.9% | $6,507-13.8% |
| Admin fee / account holder | $4,342 | $14,846-70.8% | $13,435-67.7% | $12,624-65.6% |