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 | $122,521 | $177,572-31.0% | $154,803-20.9% | $142,382-13.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 18.09% | 65.07%-47.0pp | 58.88%-40.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,077 | $4,810-56.8% | $4,305-51.8% | $4,299-51.7% |
| Participant deferral / active EE | $5,298 | $6,272-15.5% | $5,540-4.4% | $6,507-18.6% |
| Admin fee / account holder | $1,155 | $16,786-93.1% | $14,329-91.9% | $12,624-90.8% |