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 9-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 | $112,580 | $183,519-38.7% | $155,509-27.6% | $145,922-22.8% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 12.82% | 61.17%-48.4pp | 64.67%-51.9pp | 561.29%-548.5pp |
| Employer contribution / active EE | $5,364 | $5,313+1.0% | $4,672+14.8% | $4,660+15.1% |
| Participant deferral / active EE | $5,607 | $6,462-13.2% | $5,626-0.3% | $6,688-16.2% |
| Admin fee / account holder | $3,188 | $19,313-83.5% | $15,912-80.0% | $13,397-76.2% |