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 | $116,011 | $114,381+1.4% | $107,525+7.9% | $142,382-18.5% |
| Participation rate | 88.2% | 78.1%+10.1pp | 75.1%+13.2pp | 80.1%+8.1pp |
| Annual return | 16.91% | 242.71%-225.8pp | 181.32%-164.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,936 | $4,015-26.9% | $3,754-21.8% | $4,299-31.7% |
| Participant deferral / active EE | $4,972 | $5,564-10.6% | $5,116-2.8% | $6,507-23.6% |
| Admin fee / account holder | $2,580 | $9,860-73.8% | $8,919-71.1% | $12,624-79.6% |