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 | $130,397 | $79,171+64.7% | $102,423+27.3% | $74,495+75.0% |
| Participation rate | 74.8% | 74.8%0pp | 76.5%-1.7pp | 67.2%+7.6pp |
| Annual return | 16.17% | 54.93%-38.8pp | 29.32%-13.2pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $2,539 | $2,362+7.5% | $3,023-16.0% | $2,623-3.2% |
| Participant deferral / active EE | $4,087 | $4,415-7.4% | $5,053-19.1% | $4,346-5.9% |
| Admin fee / account holder | $4,637 | $2,001+131.8% | $9,451-50.9% | $1,942+138.8% |