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 | $95,748 | $176,056-45.6% | $159,436-39.9% | $167,490-42.8% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 15.82% | 331.75%-315.9pp | 263.57%-247.7pp | 478.56%-462.7pp |
| Employer contribution / active EE | $5,331 | $5,297+0.6% | $4,829+10.4% | $4,837+10.2% |
| Participant deferral / active EE | $8,220 | $7,750+6.1% | $7,352+11.8% | $6,341+29.6% |
| Admin fee / account holder | $1,054 | $12,554-91.6% | $10,799-90.2% | $12,309-91.4% |