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 | $117,906 | $114,381+3.1% | $107,525+9.7% | $142,382-17.2% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 33.43% | 242.71%-209.3pp | 181.32%-147.9pp | 217.08%-183.6pp |
| Employer contribution / active EE | $2,494 | $4,015-37.9% | $3,754-33.6% | $4,299-42.0% |
| Participant deferral / active EE | $9,035 | $5,564+62.4% | $5,116+76.6% | $6,507+38.9% |
| Admin fee / account holder | $761 | $9,860-92.3% | $8,919-91.5% | $12,624-94.0% |