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 5-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 | $130,613 | $125,758+3.9% | $169,993-23.2% | $75,163+73.8% |
| Participation rate | 94.3% | 83.6%+10.7pp | 87.0%+7.3pp | 67.2%+27.1pp |
| Annual return | 20.60% | 27.20%-6.6pp | 53.37%-32.8pp | 160.62%-140.0pp |
| Employer contribution / active EE | $4,249 | $4,615-7.9% | $6,785-37.4% | $2,670+59.2% |
| Participant deferral / active EE | $7,507 | $6,837+9.8% | $10,408-27.9% | $4,125+82.0% |
| Admin fee / account holder | $4,199 | $8,173-48.6% | $12,815-67.2% | $5,651-25.7% |