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 5-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 | $101,989 | $133,922-23.8% | $116,228-12.3% | $142,382-28.4% |
| Participation rate | 87.0% | 77.9%+9.1pp | 74.6%+12.4pp | 80.1%+6.8pp |
| Annual return | 18.09% | 147.76%-129.7pp | 90.06%-72.0pp | 217.08%-199.0pp |
| Employer contribution / active EE | $14,111 | $3,446+309.5% | $2,994+371.2% | $4,299+228.2% |
| Participant deferral / active EE | $39,707 | $5,672+600.0% | $4,953+701.7% | $6,507+510.2% |
| Admin fee / account holder | $18,417 | $14,945+23.2% | $11,989+53.6% | $12,624+45.9% |