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 8-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 | $131,041 | $159,602-17.9% | $150,045-12.7% | $142,382-8.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 14.47% | 70.24%-55.8pp | 62.55%-48.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,529 | $4,961-28.8% | $4,693-24.8% | $4,299-17.9% |
| Participant deferral / active EE | $12,916 | $8,310+55.4% | $7,997+61.5% | $6,507+98.5% |
| Admin fee / account holder | $4,074 | $14,846-72.6% | $13,435-69.7% | $12,624-67.7% |