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 10-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 | $107,812 | $177,572-39.3% | $154,803-30.4% | $142,382-24.3% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 21.48% | 65.07%-43.6pp | 58.88%-37.4pp | 217.08%-195.6pp |
| Employer contribution / active EE | $5,415 | $4,810+12.6% | $4,305+25.8% | $4,299+26.0% |
| Participant deferral / active EE | $10,058 | $6,272+60.4% | $5,540+81.5% | $6,507+54.6% |
| Admin fee / account holder | $34,277 | $16,786+104.2% | $14,329+139.2% | $12,624+171.5% |