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 7-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 | $131,904 | $176,056-25.1% | $159,436-17.3% | $167,490-21.2% |
| Participation rate | 81.3% | 84.9%-3.7pp | 82.8%-1.6pp | 82.1%-0.9pp |
| Annual return | 17.00% | 331.75%-314.8pp | 263.57%-246.6pp | 478.56%-461.6pp |
| Employer contribution / active EE | $2,923 | $5,297-44.8% | $4,829-39.5% | $4,837-39.6% |
| Participant deferral / active EE | $11,682 | $7,750+50.7% | $7,352+58.9% | $6,341+84.2% |
| Admin fee / account holder | $13,258 | $12,554+5.6% | $10,799+22.8% | $12,309+7.7% |