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 | $111,389 | $183,519-39.3% | $155,509-28.4% | $145,922-23.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 15.19% | 61.17%-46.0pp | 64.67%-49.5pp | 561.29%-546.1pp |
| Employer contribution / active EE | $13,291 | $5,313+150.2% | $4,672+184.5% | $4,660+185.2% |
| Participant deferral / active EE | $6,981 | $6,462+8.0% | $5,626+24.1% | $6,688+4.4% |
| Admin fee / account holder | $434 | $19,313-97.8% | $15,912-97.3% | $13,397-96.8% |